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
$256M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$3.36M
3
+$1.52M
4
ITRN icon
Ituran Location and Control
ITRN
+$1.52M
5
CSTE icon
Caesarstone
CSTE
+$977K

Top Sells

1
+$3.05M
2
+$1.36M
3
+$966K
4
CHKP icon
Check Point Software Technologies
CHKP
+$517K
5
BKNG icon
Booking.com
BKNG
+$487K

Sector Composition

1 Technology 29.38%
2 Healthcare 10.6%
3 Industrials 6.67%
4 Financials 5.95%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 8.82%
170,600
+11,519
2
$18.7M 7.31%
618,785
+50,120
3
$16.4M 6.42%
511,819
+104,476
4
$12.8M 4.98%
54,123
+2,538
5
$12.3M 4.79%
51,702
-12,871
6
$11.8M 4.59%
295,830
-24,320
7
$7.78M 3.04%
+88,679
8
$6.73M 2.63%
100,110
+1,110
9
$6.4M 2.5%
96,041
+677
10
$6.29M 2.46%
151,680
-240
11
$6.23M 2.43%
173,304
-10,496
12
$6.21M 2.42%
43,512
+578
13
$6.19M 2.42%
37,139
-976
14
$5.3M 2.07%
157,010
-40,232
15
$4.75M 1.86%
132,374
+27,192
16
$4.74M 1.85%
145,806
-1,224
17
$4.36M 1.7%
66,377
-523
18
$3.79M 1.48%
105,271
19
$3.69M 1.44%
31,438
20
$2.93M 1.15%
27,714
-497
21
$2.89M 1.13%
35,077
+942
22
$2.72M 1.06%
115,807
-1,750
23
$2.68M 1.05%
52,636
24
$2.65M 1.04%
25,785
-5,020
25
$2.61M 1.02%
39,284
+1,251
1
2 3 4 5