AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.22B
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
-$474K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$902K
3
+$660K
4
ELV icon
Elevance Health
ELV
+$425K
5
META icon
Meta Platforms (Facebook)
META
+$332K

Top Sells

1
+$8.65M
2
+$2.08M
3
+$1.83M
4
YHOO
Yahoo Inc
YHOO
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$764K

Sector Composition

1 Technology 27.21%
2 Healthcare 12.59%
3 Financials 5.95%
4 Communication Services 5.48%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-15,456
102
– –
-5,403
103
– –
-9,272
1 2 3 4
5