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
126
$2.11M 0.29%
67,421
+21,221
127
$2.06M 0.29%
+332,703
128
$2.04M 0.28%
22,258
-24,643
129
$2.03M 0.28%
44,320
+22,050
130
$2.03M 0.28%
58,032
-46,693
131
$1.95M 0.27%
+5,302
132
$1.94M 0.27%
100,318
-97,267
133
$1.93M 0.27%
+74,850
134
$1.93M 0.27%
170,848
+83,196
135
$1.93M 0.27%
20,564
-20,256
136
$1.93M 0.27%
35,518
+30,781
137
$1.92M 0.27%
78,870
-4,052
138
$1.91M 0.27%
+13,230
139
$1.9M 0.27%
25,713
-35,177
140
$1.9M 0.26%
+283,130
141
$1.9M 0.26%
62,000
-4,300
142
$1.86M 0.26%
276,240
-63,523
143
$1.86M 0.26%
67,375
+1,262
144
$1.85M 0.26%
+7,300
145
$1.84M 0.26%
30,916
+16,909
146
$1.83M 0.26%
85,300
+75,800
147
$1.82M 0.25%
26,600
+11,300
148
$1.79M 0.25%
272,876
-244,284
149
$1.76M 0.25%
29,950
-800
150
$1.75M 0.24%
28,950
-19,900
4 5
6
7 8