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
$1.05B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$99.9M
2
+$43.3M
3
+$16.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$11.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.81M

Top Sells

1
+$2M
2
+$1.37M
3
+$1.21M
4
WDC icon
Western Digital
WDC
+$906K
5
KRNT icon
Kornit Digital
KRNT
+$775K

Sector Composition

1 Technology 9.11%
2 Consumer Discretionary 3.36%
3 Communication Services 3.14%
4 Real Estate 1.71%
5 Financials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$240K 0.02%
12,600
102
$225K 0.02%
+4,725
103
$218K 0.02%
1,396
104
$208K 0.02%
+1,975
105
– –
-21,234
106
– –
-32,231
107
– –
-7,370
108
– –
-4,229
109
– –
-4,900
1 2 3 4
5