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
$317M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$4.99M
3
+$1.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.34M
5
SILC icon
Silicom
SILC
+$648K

Top Sells

1
+$5.08M
2
+$3.48M
3
+$3.44M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.08M
5
INTC icon
Intel
INTC
+$2.97M

Sector Composition

1 Technology 32.43%
2 Healthcare 7.13%
3 Financials 5.04%
4 Industrials 4.24%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.07%
+1,804
102
$214K 0.07%
4,530
103
$189K 0.06%
85,000
-35,000
104
$117K 0.04%
+2,850
105
$47K 0.01%
800
-16,749
106
$20K 0.01%
236
-6,938
107
– –
-12,020
108
– –
-10,035
109
– –
-6,938
110
– –
-1,764
1 2 3 4
5