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
$240M
AUM Growth
+$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.38M
3
+$576K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$400K
5
CL icon
Colgate-Palmolive
CL
+$346K

Top Sells

1
+$8.07M
2
+$2.19M
3
+$811K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$756K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$719K

Sector Composition

1 Technology 20.18%
2 Healthcare 14.61%
3 Financials 6.29%
4 Communication Services 5.31%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 7.93%
169,993
+5,153
2
$18.2M 7.6%
89,366
-268
3
$13.6M 5.66%
66,197
-3,689
4
$12.4M 5.17%
560,023
-20,246
5
$8.12M 3.39%
100,758
+3,211
6
$7.97M 3.33%
103,404
+751
7
$7.7M 3.21%
283,397
-5,500
8
$7.07M 2.95%
47,382
-2,720
9
$5.99M 2.5%
157,960
-21,360
10
$5.91M 2.46%
44,722
-345
11
$5.82M 2.43%
168,950
+650
12
$5.69M 2.37%
185,712
+1,318
13
$5.18M 2.16%
196,872
-2,492
14
$5.09M 2.13%
32,963
15
$4.51M 1.88%
81,330
-8,234
16
$4.19M 1.75%
128,083
+2,711
17
$3.8M 1.59%
46,692
-4,450
18
$3.75M 1.57%
75,222
+3,054
19
$3.42M 1.43%
106,234
-22,331
20
$3.25M 1.36%
32,151
-776
21
$3.19M 1.33%
22,078
+1,810
22
$3.16M 1.32%
94,945
-6,301
23
$3.12M 1.3%
40,008
+474
24
$3.01M 1.26%
9,826
+815
25
$3.01M 1.26%
41,792
-4
1
2 3 4 5