AIM

Alambic Investment Management Portfolio holdings

AUM $9.12M
1-Year Est. Return 34.54%
This Quarter Est. Return
1 Year Est. Return
+34.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.83M
3
+$4.8M
4
AGCO icon
AGCO
AGCO
+$4.19M
5
PBI icon
Pitney Bowes
PBI
+$4.05M

Top Sells

1
+$7.81M
2
+$6.94M
3
+$6.19M
4
K
Kellanova
K
+$6.16M
5
GEF icon
Greif
GEF
+$6.1M

Sector Composition

1 Industrials 19.32%
2 Technology 19.27%
3 Consumer Discretionary 16.6%
4 Healthcare 11.95%
5 Materials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-749
502
– –
-107,202
503
– –
-57,189
504
– –
-88,288
505
– –
-10,400
506
– –
-3,800
507
– –
-56,730
508
– –
-3,700
509
– –
-13,700
510
– –
-14,873
511
– –
-14,400
512
– –
-15,400
513
– –
-15,700
514
– –
-5,770
515
– –
-17,800
516
– –
-1,564
517
– –
-83,868
518
– –
-47,284
519
– –
-4,485
520
– –
-2,350
521
– –
-38,674
522
– –
-1,241,000
523
– –
-10,200
524
– –
-11,132
525
– –
-31,184
19 20
21
22 23