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
151
– –
-496
152
– –
-2,379
153
– –
-1,100
154
– –
-568
155
– –
-4,300
156
– –
-30
157
– –
-1,040
158
– –
-7,550
159
– –
-140
160
– –
-12,600
161
– –
-90
162
– –
-70
163
– –
-2,751
164
– –
-56
165
– –
-8,781
166
– –
-48
167
– –
-484
168
– –
-1,084
169
– –
-10,281
170
– –
-1,588
171
– –
-21,889
172
– –
-650
173
– –
-10,300
174
– –
-24
175
– –
-7,002
4 5 6
7
8