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
$812M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.3M
3
+$10M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.58M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.07M

Top Sells

1
+$44M
2
+$2.03M
3
+$1.9M
4
UNP icon
Union Pacific
UNP
+$865K
5
ORCL icon
Oracle
ORCL
+$806K

Sector Composition

1 Technology 11.16%
2 Consumer Discretionary 4.58%
3 Communication Services 4.09%
4 Financials 2.2%
5 Real Estate 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-111,715
102
– –
-7,663
103
– –
-6,000
1 2 3 4
5