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
$327M
AUM Growth
+$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.11M
3
+$5.12M
4
DK icon
Delek US
DK
+$658K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$568K

Top Sells

1
+$2.86M
2
+$2.71M
3
+$1.98M
4
PFE icon
Pfizer
PFE
+$1.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.46M

Sector Composition

1 Technology 29.25%
2 Healthcare 5.37%
3 Financials 4.22%
4 Communication Services 3.9%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20K 0.01%
236
102
– –
-6,000
103
– –
-5,496
104
– –
-3,610
105
– –
-4,530
106
– –
-2,850
107
– –
-7,200
108
– –
-3,965
1 2 3 4
5