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
$337M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$2.67M
3
+$2.66M
4
ITRN icon
Ituran Location and Control
ITRN
+$879K
5
BABA icon
Alibaba
BABA
+$791K

Top Sells

1
+$1.4M
2
+$1.09M
3
+$1.02M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$991K
5
IBB icon
iShares Biotechnology ETF
IBB
+$747K

Sector Composition

1 Technology 18.16%
2 Financials 3.98%
3 Industrials 3.82%
4 Communication Services 3.54%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.8M 25.43%
288,878
+8,962
2
$59.1M 17.52%
312,210
+14,088
3
$23.7M 7.02%
79,347
+19,286
4
$12.6M 3.73%
107,350
5
$12.1M 3.59%
475,806
+34,501
6
$12.1M 3.59%
297,701
-24,383
7
$8.54M 2.53%
411,121
-542
8
$7.64M 2.26%
123,060
-700
9
$6.06M 1.8%
110,212
-400
10
$5.43M 1.61%
38,907
-1,050
11
$4.63M 1.37%
22,376
-199
12
$4.27M 1.27%
24,425
+4,519
13
$4.2M 1.24%
38,451
14
$4.06M 1.2%
128,850
15
$3.51M 1.04%
211,788
-472
16
$2.88M 0.85%
53,413
+3,173
17
$2.71M 0.8%
30,180
-15,629
18
$2.67M 0.79%
9,794
+2,685
19
$2.59M 0.77%
81,870
+140
20
$2.53M 0.75%
25,248
-7,467
21
$2.46M 0.73%
50,445
-100
22
$2.39M 0.71%
21,472
23
$2.26M 0.67%
50,312
-1,436
24
$2.25M 0.67%
8,220
+100
25
$2.14M 0.64%
28,438
1
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