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
$304M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.28M
3
+$1.27M
4
CSTE icon
Caesarstone
CSTE
+$1.14M
5
SBUX icon
Starbucks
SBUX
+$257K

Top Sells

1
+$536K
2
+$348K
3
+$300K
4
PYPL icon
PayPal
PYPL
+$259K
5
NXPI icon
NXP Semiconductors
NXPI
+$241K

Sector Composition

1 Technology 30.91%
2 Healthcare 9.63%
3 Industrials 5.4%
4 Financials 5.23%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 8.65%
182,292
+8,895
2
$24.4M 8.03%
585,584
-303
3
$22.9M 7.51%
646,812
-9,850
4
$17.5M 5.74%
69,767
+12,330
5
$12.8M 4.21%
296,899
+775
6
$12.1M 3.98%
48,079
7
$8.33M 2.74%
118,295
+18,071
8
$7.92M 2.6%
89,380
-652
9
$7.79M 2.56%
95,868
-157
10
$7.19M 2.36%
151,860
+300
11
$6.83M 2.24%
89,930
-680
12
$6.13M 2.01%
33,463
-693
13
$5.93M 1.95%
106,308
-276
14
$5.81M 1.91%
52,788
+30
15
$5.59M 1.84%
146,868
-14,080
16
$5.33M 1.75%
159,860
-100
17
$5.19M 1.71%
44,709
-114
18
$5.09M 1.67%
171,072
+38,257
19
$4.95M 1.62%
66,976
+1,361
20
$4.91M 1.61%
145,574
+727
21
$3.98M 1.31%
105,271
22
$3.52M 1.16%
31,438
23
$3.23M 1.06%
38,765
-400
24
$3.17M 1.04%
27,364
-100
25
$2.91M 0.96%
35,437
+450
1
2 3 4 5