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
$236M
AUM Growth
-$474K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$902K
3
+$660K
4
ELV icon
Elevance Health
ELV
+$425K
5
META icon
Meta Platforms (Facebook)
META
+$332K

Top Sells

1
+$8.65M
2
+$2.08M
3
+$1.83M
4
YHOO
Yahoo Inc
YHOO
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$764K

Sector Composition

1 Technology 27.21%
2 Healthcare 12.59%
3 Financials 5.95%
4 Communication Services 5.48%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 8.51%
169,282
-6,321
2
$15M 6.35%
567,101
+860
3
$13.9M 5.87%
63,739
+524
4
$12.6M 5.32%
424,597
-8,207
5
$12.2M 5.19%
325,337
-20,315
6
$11.9M 5.05%
55,093
-39,973
7
$7.83M 3.31%
89,700
-94
8
$6.88M 2.91%
97,274
-4,882
9
$6.51M 2.76%
205,154
-65,487
10
$6.23M 2.64%
43,915
-1,371
11
$5.96M 2.52%
153,400
-1,420
12
$5.79M 2.45%
40,050
-980
13
$5.5M 2.33%
171,065
-6,878
14
$5.36M 2.27%
189,664
-6,160
15
$4.21M 1.78%
+97,000
16
$4.2M 1.78%
72,876
-4,402
17
$4.13M 1.75%
109,341
-48,476
18
$3.47M 1.47%
31,438
19
$3.04M 1.29%
34,835
-91
20
$2.89M 1.22%
9,236
+127
21
$2.86M 1.21%
29,356
-1,231
22
$2.83M 1.2%
30,663
23
$2.48M 1.05%
31,915
-1,552
24
$2.37M 1%
54,815
-1,166
25
$2.35M 1%
19,918
-2,231
1
2 3 4 5