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
$281M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.7M
3
+$4.25M
4
ORBK
Orbotech Ltd
ORBK
+$2.42M
5
AABA
Altaba Inc
AABA
+$2.24M

Top Sells

1
+$1.91M
2
+$882K
3
+$505K
4
MMM icon
3M
MMM
+$458K
5
AAPL icon
Apple
AAPL
+$445K

Sector Composition

1 Technology 29.33%
2 Healthcare 10.04%
3 Industrials 5.81%
4 Financials 5.4%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9M 8.5%
173,397
+2,797
2
$20.6M 7.32%
656,662
+37,877
3
$19.1M 6.8%
585,887
+74,068
4
$13.9M 4.95%
57,437
+3,314
5
$12.1M 4.3%
296,124
+294
6
$11.7M 4.17%
48,079
-3,623
7
$7.96M 2.83%
90,032
+1,353
8
$7.61M 2.71%
96,025
+71,929
9
$6.98M 2.48%
100,224
+114
10
$6.89M 2.45%
151,560
-120
11
$6.78M 2.41%
90,610
-5,431
12
$5.83M 2.07%
+106,584
13
$5.8M 2.07%
44,823
+1,311
14
$5.79M 2.06%
160,948
-12,356
15
$5.79M 2.06%
34,156
-2,983
16
$5.45M 1.94%
52,758
+41,136
17
$5.01M 1.78%
159,960
+2,950
18
$4.66M 1.66%
132,815
+441
19
$4.62M 1.64%
144,847
-959
20
$4.52M 1.61%
65,615
-762
21
$3.55M 1.26%
105,271
22
$3.52M 1.25%
31,438
23
$2.99M 1.06%
27,464
-250
24
$2.96M 1.05%
39,165
-119
25
$2.82M 1.01%
34,987
-90
1
2 3 4 5