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
$237M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$1.51M
3
+$1.4M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
BIIB icon
Biogen
BIIB
+$1.08M

Top Sells

1
+$1.53M
2
+$1.35M
3
+$1.15M
4
BAX icon
Baxter International
BAX
+$896K
5
IBM icon
IBM
IBM
+$770K

Sector Composition

1 Technology 18.44%
2 Healthcare 14.71%
3 Financials 6.3%
4 Industrials 4.83%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 7.24%
89,634
+4,859
2
$16.8M 7.07%
164,840
+14,795
3
$13.5M 5.68%
69,886
-569
4
$8.97M 3.78%
580,269
-2,694
5
$8.46M 3.56%
102,653
-4,044
6
$8.34M 3.52%
51,267
-8,295
7
$8.13M 3.43%
+97,547
8
$7.58M 3.2%
288,897
-10,575
9
$6.05M 2.55%
50,102
-1,471
10
$5.88M 2.48%
45,067
-1,228
11
$5.5M 2.32%
199,364
+7,180
12
$5.5M 2.32%
184,394
-6,533
13
$5.46M 2.3%
179,320
-37,820
14
$5.07M 2.14%
168,300
-3,726
15
$4.71M 1.99%
32,963
-115
16
$4.21M 1.78%
128,565
-3,261
17
$4.15M 1.75%
125,372
+5,852
18
$4.06M 1.71%
51,142
+116
19
$3.96M 1.67%
89,564
-4,466
20
$3.55M 1.5%
72,168
+4,204
21
$3.23M 1.36%
32,927
-1,588
22
$3.19M 1.34%
20,268
-149
23
$2.94M 1.24%
39,534
-200
24
$2.93M 1.23%
101,246
-600
25
$2.91M 1.23%
32,860
-586
1
2 3 4 5