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
$627K
AUM Growth
+$1.05K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$15.4K
2
+$6.43K
3
+$5.11K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.11K
5
AAPL icon
Apple
AAPL
+$4.74K

Top Sells

1
+$2.73K
2
+$2.67K
3
+$2.53K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.25K
5
RSX
VanEck Russia ETF
RSX
+$924

Sector Composition

1 Technology 15.06%
2 Financials 3.34%
3 Healthcare 3.08%
4 Industrials 2.64%
5 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.1K 10.38%
260,327
+61,794
2
$41.2K 6.58%
267,348
+1,165
3
$18.8K 3%
334,089
-48,531
4
$14.6K 2.33%
456,495
-5,850
5
$13.6K 2.18%
54,232
+5,177
6
$12.4K 1.98%
239,480
+124,240
7
$12.2K 1.94%
135,311
+15,758
8
$11.9K 1.9%
313,065
+23,638
9
$10.3K 1.64%
699,906
+348,953
10
$9.34K 1.49%
236,944
+120,212
11
$9.21K 1.47%
45,188
+25,073
12
$8.91K 1.42%
88,498
+43,812
13
$7.14K 1.14%
87,984
-383
14
$6.79K 1.08%
49,198
+24,299
15
$5.2K 0.83%
115,930
+62,175
16
$4.77K 0.76%
82,300
+41,150
17
$4.76K 0.76%
110,934
+54,667
18
$4.71K 0.75%
191,502
+95,227
19
$4.61K 0.74%
15,446
+7,683
20
$4.39K 0.7%
64,360
+30,958
21
$3.95K 0.63%
38,451
-350
22
$3.69K 0.59%
48,071
+26,369
23
$3.19K 0.51%
61,380
+33,779
24
$3.19K 0.51%
88,003
+44,332
25
$3.14K 0.5%
22,930
+17,730
1
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