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
$627K
AUM Growth
+$1.05K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$15.4K
2
+$6.43K
3
+$5.11K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.11K
5
AAPL icon
Apple
AAPL
+$4.74K

Top Sells

1
+$2.73K
2
+$2.67K
3
+$2.53K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.25K
5
RSX
VanEck Russia ETF
RSX
+$924

Sector Composition

1 Technology 15.06%
2 Financials 3.34%
3 Healthcare 3.08%
4 Industrials 2.64%
5 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-246
102
– –
-430
103
– –
-42,290
104
– –
-25
105
– –
-250
106
– –
-700
107
– –
-45
108
– –
-750
109
– –
-563
110
– –
-578
111
– –
-42,763
112
– –
-34,799
113
– –
-34,266
114
– –
-5
115
– –
-20
116
– –
-400
117
– –
-435
118
– –
-1,260
119
– –
-2,400
120
– –
-5,305
121
– –
-2,449
122
– –
-1,395
123
– –
-8,312
124
– –
-205
125
– –
-1,520
3 4
5
6 7