AIM
Alambic Investment Management Portfolio holdings
AUM
$9.12M
1-Year Return
34.54%
This Quarter Return
+4.47%
1 Year Return
+34.54%
3 Year Return
+47.65%
5 Year Return
+108.01%
10 Year Return
–
AUM
$916M
AUM Growth
+$94.1M
(+11%)
Cap. Flow
+$68.8M
Cap. Flow
% of AUM
7.51%
Top 10 Holdings %
Top 10 Hldgs %
9.9%
Holding
661
New
110
Increased
197
Reduced
171
Closed
176
Top Buys
| 1 |
Gen Digital
GEN
|
+$6.86M |
| 2 |
Sonoco
SON
|
+$6.67M |
| 3 |
Oshkosh
OSK
|
+$5.85M |
| 4 |
Allison Transmission
ALSN
|
+$5.52M |
| 5 |
Kellanova
K
|
+$5.49M |
Top Sells
| 1 |
Light & Wonder
LNW
|
+$8.43M |
| 2 |
Allegiant Air
ALGT
|
+$8.09M |
| 3 |
Carlisle Companies
CSL
|
+$5.13M |
| 4 |
Dillards
DDS
|
+$4.35M |
| 5 |
Huntsman Corp
HUN
|
+$4.33M |
Sector Composition
| 1 | Industrials | 20.49% |
| 2 | Consumer Discretionary | 17.44% |
| 3 | Technology | 17.05% |
| 4 | Healthcare | 10% |
| 5 | Materials | 8.7% |
