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 icon
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
– –
-3,800
502
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-56,730
503
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-11,715
504
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-3,700
505
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-13,700
506
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-14,873
507
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-14,400
508
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-15,400
509
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-15,700
510
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-5,770
511
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-17,800
512
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-1,564
513
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-83,868
514
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-47,284
515
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-4,485
516
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-157,102
517
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-2,350
518
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-38,674
519
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-1,241,000
520
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-10,200
521
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-11,132
522
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-31,184
523
– –
-7,327
524
– –
-164,900
525
– –
-10,380
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