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
$626K
AUM Growth
-$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.11K
2
+$1.86K
3
+$1.28K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.2K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$839

Top Sells

1
+$1.38M
2
+$285K
3
+$6.86K
4
WIX icon
WIX.com
WIX
+$3.6K
5
PRGO icon
Perrigo
PRGO
+$2.16K

Sector Composition

1 Technology 14.22%
2 Healthcare 2.59%
3 Financials 2.23%
4 Industrials 2.16%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59K 9.43%
198,533
+13,811
2
$49.5K 7.91%
266,183
-1,627
3
$22.7K 3.63%
382,620
-115,503
4
$15.9K 2.55%
462,345
-38,069
5
$14.4K 2.3%
49,055
+27
6
$14.1K 2.25%
119,553
-30,569
7
$11.9K 1.91%
289,427
-1,487
8
$7.63K 1.22%
88,367
9
$6.84K 1.09%
115,240
-14,220
10
$6.53K 1.04%
116,732
-3,228
11
$5.77K 0.92%
350,953
+51,000
12
$5.1K 0.81%
44,686
-1,385
13
$5.05K 0.81%
53,208
14
$4.58K 0.73%
38,801
-602
15
$4.36K 0.7%
20,115
-4,226
16
$4.08K 0.65%
24,899
-1,275
17
$4.07K 0.65%
211,082
-8,374
18
$3.08K 0.49%
31,438
19
$2.88K 0.46%
96,275
-2,407
20
$2.88K 0.46%
23,616
21
$2.87K 0.46%
33,402
-600
22
$2.82K 0.45%
41,150
23
$2.77K 0.44%
53,755
-12,702
24
$2.75K 0.44%
7,763
-469
25
$2.72K 0.44%
56,267
-644
1
2 3 4 5