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
$325M
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.47M
3
+$2.18M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$2.01M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2M

Top Sells

1
+$7.13M
2
+$6.52M
3
+$6.01M
4
MSFT icon
Microsoft
MSFT
+$5.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.78M

Sector Composition

1 Technology 20.41%
2 Healthcare 4.21%
3 Industrials 4.1%
4 Financials 3.87%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.3M 24.13%
277,298
+16,971
2
$50.2M 15.47%
279,477
+12,129
3
$16M 4.92%
56,086
+1,854
4
$15.1M 4.64%
441,355
-15,140
5
$13.8M 4.26%
114,306
-21,005
6
$13.7M 4.22%
322,364
+9,299
7
$6.92M 2.13%
117,940
-121,540
8
$6.43M 1.98%
347,663
-352,243
9
$5.24M 1.62%
110,424
-126,520
10
$5.14M 1.58%
43,599
-44,899
11
$4.86M 1.5%
38,451
12
$4.3M 1.32%
21,398
-23,790
13
$4.2M 1.29%
45,809
+21,848
14
$3.92M 1.21%
23,437
-25,761
15
$3.66M 1.13%
32,715
+9,099
16
$3.32M 1.02%
212,543
-4,860
17
$3.09M 0.95%
129,975
18
$3.07M 0.95%
28,438
19
$3.05M 0.94%
41,150
-41,150
20
$2.96M 0.91%
54,767
-56,167
21
$2.7M 0.83%
50,305
-65,625
22
$2.54M 0.78%
21,472
23
$2.47M 0.76%
+81,530
24
$2.27M 0.7%
28,130
-36,230
25
$2.22M 0.68%
55,448
+2,148
1
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