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
$317M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$4.99M
3
+$1.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.34M
5
SILC icon
Silicom
SILC
+$648K

Top Sells

1
+$5.08M
2
+$3.48M
3
+$3.44M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.08M
5
INTC icon
Intel
INTC
+$2.97M

Sector Composition

1 Technology 32.43%
2 Healthcare 7.13%
3 Financials 5.04%
4 Industrials 4.24%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.4M 11.79%
142,102
+38,053
2
$35.3M 11.13%
220,410
+31,174
3
$33.9M 10.68%
544,473
-6,851
4
$16.6M 5.24%
533,813
-43,230
5
$14.1M 4.45%
177,302
-63,880
6
$13M 4.11%
277,226
-24,959
7
$12.9M 4.08%
48,690
8
$7.57M 2.39%
88,367
-418
9
$7.11M 2.24%
137,720
-4,140
10
$6.42M 2.02%
32,171
-331
11
$6.15M 1.94%
146,572
+272
12
$4.36M 1.37%
47,723
-16,605
13
$4.33M 1.36%
53,161
-42,707
14
$4.32M 1.36%
220,012
-4,418
15
$4.05M 1.28%
55,914
-32,117
16
$3.9M 1.23%
90,931
-65,349
17
$3.9M 1.23%
39,243
+13,458
18
$3.46M 1.09%
25,756
-1,101
19
$3.1M 0.98%
31,438
20
$3.05M 0.96%
41,150
21
$3.03M 0.96%
101,182
-1,725
22
$3.03M 0.96%
46,925
+684
23
$3M 0.95%
35,958
-605
24
$2.98M 0.94%
88,545
-55,282
25
$2.84M 0.89%
38,940
1
2 3 4 5