AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Return 14.87%
This Quarter Return
+2.38%
1 Year Return
+14.87%
3 Year Return
+75.37%
5 Year Return
+112.23%
10 Year Return
+341.24%
AUM
$281M
AUM Growth
+$24.7M
Cap. Flow
+$19.6M
Cap. Flow %
6.98%
Top 10 Hldgs %
46.51%
Holding
113
New
7
Increased
31
Reduced
37
Closed
7

Top Buys

1
IXJ icon
iShares Global Healthcare ETF
IXJ
$5.83M
2
XLV icon
Health Care Select Sector SPDR Fund
XLV
$5.7M
3
IBB icon
iShares Biotechnology ETF
IBB
$4.25M
4
ORBK
Orbotech Ltd
ORBK
$2.42M
5
AABA
Altaba Inc. Common Stock
AABA
$2.24M

Top Sells

1
YHOO
Yahoo Inc
YHOO
$1.91M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$882K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
$505K
4
MMM icon
3M
MMM
$458K
5
AAPL icon
Apple
AAPL
$445K

Sector Composition

1 Technology 29.33%
2 Healthcare 10.04%
3 Industrials 5.81%
4 Financials 5.4%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CL icon
101
Colgate-Palmolive
CL
$68.8B
$259K 0.09%
3,499
-450
-11% -$33.3K
BRK.A icon
102
Berkshire Hathaway Class A
BRK.A
$1.08T
$255K 0.09%
1
– –
RADA
103
DELISTED
Rada Electronic Industries Ltd
RADA
$247K 0.09%
+137,000
New +$247K
NXPI icon
104
NXP Semiconductors
NXPI
$57.2B
$241K 0.09%
2,200
– –
KMDA icon
105
Kamada
KMDA
$411M
$239K 0.09%
39,843
– –
CYRN
106
DELISTED
CYREN Ltd.
CYRN
$72K 0.03%
1,764
+1
+0.1% +$41
ABEV icon
107
Ambev
ABEV
$34.8B
– –
-12,000
Closed -$69K
COF icon
108
Capital One
COF
$142B
– –
-2,988
Closed -$260K
CVS icon
109
CVS Health
CVS
$93.6B
– –
-4,068
Closed -$320K
EWZ icon
110
iShares MSCI Brazil ETF
EWZ
$5.47B
– –
-5,496
Closed -$206K
MMM icon
111
3M
MMM
$82.7B
– –
-2,864
Closed -$458K
CBI
112
DELISTED
Chicago Bridge & Iron Nv
CBI
– –
-12,071
Closed -$366K
YHOO
113
DELISTED
Yahoo Inc
YHOO
– –
-41,150
Closed -$1.91M
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