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
$626K
AUM Growth
-$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.11K
2
+$1.86K
3
+$1.28K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.2K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$839

Top Sells

1
+$1.38M
2
+$285K
3
+$6.86K
4
WIX icon
WIX.com
WIX
+$3.6K
5
PRGO icon
Perrigo
PRGO
+$2.16K

Sector Composition

1 Technology 14.22%
2 Healthcare 2.59%
3 Financials 2.23%
4 Industrials 2.16%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$195 0.03%
+4,530
102
$188 0.03%
+8,781
103
$182 0.03%
+7,422
104
$174 0.03%
+2,449
105
$163 0.03%
+1,084
106
$160 0.03%
+2,379
107
$148 0.02%
+4,305
108
$148 0.02%
+5,305
109
$146 0.02%
+12,600
110
$145 0.02%
+700
111
$144 0.02%
+1,260
112
$138 0.02%
+1,440
113
$124 0.02%
+1,588
114
$123 0.02%
+2,751
115
$117 0.02%
+700
116
$110 0.02%
+2,400
117
$104 0.02%
+1,395
118
$103 0.02%
34,799
-17,700
119
$93 0.01%
+1,100
120
$87 0.01%
+496
121
$85 0.01%
+584
122
$75 0.01%
+650
123
$73 0.01%
+1,040
124
$72 0.01%
+500
125
$65 0.01%
+1,600
3 4
5
6 7