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
$257M
AUM Growth
-$972K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.75M
3
+$4.06M
4
PRGO icon
Perrigo
PRGO
+$3.77M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.53M

Top Sells

1
+$2.87M
2
+$1.82M
3
+$1.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.42M
5
AMZN icon
Amazon
AMZN
+$1.06M

Sector Composition

1 Technology 19.9%
2 Healthcare 15.23%
3 Financials 6.3%
4 Industrials 5.03%
5 Energy 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 6.79%
84,775
-13,954
2
$16.1M 6.25%
150,045
-16,981
3
$14.6M 5.68%
70,455
-1,033
4
$12.1M 4.72%
+582,963
5
$10.5M 4.08%
59,562
-8,075
6
$9.4M 3.66%
106,697
-2,327
7
$8.22M 3.2%
299,472
-1,918
8
$6.57M 2.56%
51,573
-2,316
9
$6.3M 2.45%
46,295
+25,962
10
$6.07M 2.36%
190,927
-8,013
11
$6.03M 2.35%
192,184
-4,272
12
$5.66M 2.2%
217,140
-716
13
$5.23M 2.04%
172,026
-6,681
14
$5.22M 2.03%
131,826
-3,431
15
$4.89M 1.9%
119,520
+41,871
16
$4.75M 1.85%
+33,078
17
$4.15M 1.62%
94,030
-4,154
18
$4.06M 1.58%
+51,026
19
$4.04M 1.57%
34,515
-5,550
20
$4M 1.56%
101,846
-3,495
21
$3.77M 1.47%
+20,417
22
$3.67M 1.43%
67,964
+1,920
23
$3.42M 1.33%
49,605
-1,500
24
$3.31M 1.29%
39,734
+3,065
25
$3.26M 1.27%
41,673
-2,035
1
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