AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.59M
3
+$2.04M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.91M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.91M

Top Sells

1
+$11.3M
2
+$5.4M
3
+$5.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.96M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$2.68M

Sector Composition

1 Technology 12.77%
2 Healthcare 12.07%
3 Energy 5.36%
4 Consumer Discretionary 4.45%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 7.9%
98,729
-5,221
2
$17.6M 6.84%
167,026
-11,659
3
$14.9M 5.76%
71,488
-25,987
4
$12M 4.66%
67,637
-8,700
5
$9.63M 3.74%
109,024
-2,122
6
$8.3M 3.22%
301,390
+345
7
$6.57M 2.55%
198,940
+1,396
8
$6.41M 2.49%
53,889
+2,900
9
$6.11M 2.37%
196,456
-1,088
10
$5.96M 2.31%
217,856
+3,569
11
$5.59M 2.17%
178,707
+500
12
$5.43M 2.1%
135,257
-21,362
13
$4.68M 1.82%
105,341
+45,805
14
$3.99M 1.55%
98,184
+6,989
15
$3.93M 1.53%
40,065
+1,501
16
$3.91M 1.51%
51,105
+1,110
17
$3.58M 1.39%
43,708
+10,408
18
$3.58M 1.39%
+66,044
19
$3.32M 1.29%
64,407
+5,846
20
$3.17M 1.23%
77,649
+63,442
21
$3.13M 1.21%
203,400
-3,379
22
$3.12M 1.21%
36,669
+6,031
23
$2.94M 1.14%
20,333
-20,479
24
$2.91M 1.13%
67,400
+10,650
25
$2.86M 1.11%
28,469
-1,100
1
2 3 4 5