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
526
– –
-7,327
527
– –
-164,900
528
– –
-10,380
529
– –
-11,200
530
– –
-18,500
531
– –
-19,950
532
– –
-10,800
533
– –
-30,901
534
– –
-27,420
535
– –
-4,500
536
– –
-31,945
537
– –
-49,866
538
– –
-10,200
539
– –
-65,959
540
– –
-12,606
541
– –
-21,700
542
– –
-28,000
543
– –
-7,600
544
– –
-5,450
545
– –
-4,800
546
– –
-11,960
547
– –
-403,262
548
– –
-42,500
549
– –
-309,900
550
– –
-16,861
20 21
22
23 24