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AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.3B
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.35M
3
+$2.06M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.97M
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$1.96M

Top Sells

1
+$6.82M
2
+$6.05M
3
+$5.37M
4
MSFT icon
Microsoft
MSFT
+$4.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.8M

Sector Composition

1 Technology 20.41%
2 Healthcare 4.21%
3 Industrials 4.1%
4 Financials 3.87%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-21,600
102
– –
-87,984
103
– –
-3,980
104
– –
-700
105
– –
-27,000
106
– –
-830
1 2 3 4
5