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
151
$13 ﹤0.01%
200
-3,399
152
$13 ﹤0.01%
+360
153
$13 ﹤0.01%
+246
154
$12 ﹤0.01%
+358
155
$10 ﹤0.01%
+230
156
$9 ﹤0.01%
+90
157
$6 ﹤0.01%
+56
158
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+100
159
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160
$5 ﹤0.01%
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161
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+180
162
$4 ﹤0.01%
+70
163
$4 ﹤0.01%
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164
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165
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166
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167
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168
$1 ﹤0.01%
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169
$1 ﹤0.01%
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170
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+40
171
– –
-1
172
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+5
173
$0 ﹤0.01%
+20
174
– –
-28,370
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