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
$327M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$9.15M
2
+$7.07M
3
+$1.17M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
BABA icon
Alibaba
BABA
+$482K

Top Sells

1
+$2.39M
2
+$1.72M
3
+$1.65M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.57M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$862K

Sector Composition

1 Technology 31.62%
2 Healthcare 8.81%
3 Financials 5%
4 Industrials 4.66%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.5M 9.01%
189,236
+6,944
2
$27.8M 8.49%
104,049
+34,282
3
$27.7M 8.47%
551,324
-34,260
4
$19.7M 6.03%
577,043
-69,769
5
$13.9M 4.24%
241,182
+122,887
6
$13.9M 4.24%
302,185
+5,286
7
$13.1M 4%
48,690
+611
8
$7.93M 2.42%
95,868
9
$7.75M 2.37%
88,785
-595
10
$7.42M 2.27%
141,860
-10,000
11
$6.62M 2.02%
88,031
-1,899
12
$6.44M 1.97%
32,502
-961
13
$6.16M 1.88%
146,300
-568
14
$5.99M 1.83%
156,280
-3,580
15
$5.95M 1.82%
105,668
-640
16
$5.63M 1.72%
52,738
-50
17
$5.5M 1.68%
64,328
-2,648
18
$4.94M 1.51%
143,827
-1,747
19
$4.94M 1.51%
224,430
+53,358
20
$4.86M 1.49%
105,271
21
$3.87M 1.18%
46,241
+1,532
22
$3.6M 1.1%
26,857
-507
23
$3.29M 1.01%
31,438
24
$3.19M 0.97%
36,563
-2,202
25
$3.04M 0.93%
102,907
-8,250
1
2 3 4 5