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
$229M
AUM Growth
-$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$965K
3
+$614K
4
SBUX icon
Starbucks
SBUX
+$529K
5
HON icon
Honeywell
HON
+$527K

Top Sells

1
+$7.83M
2
+$1.21M
3
+$784K
4
PFE icon
Pfizer
PFE
+$741K
5
ORBK
Orbotech Ltd
ORBK
+$576K

Sector Composition

1 Technology 28.19%
2 Healthcare 11.85%
3 Industrials 6.64%
4 Financials 6.5%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$216K 0.09%
2,200
102
$76K 0.03%
1,763
-79
103
$59K 0.03%
12,000
104
– –
-9,646
105
– –
-89,700
1 2 3 4
5