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
201
$1.23M 0.17%
10,660
+390
202
$1.23M 0.17%
75,008
-194,510
203
$1.21M 0.17%
51,483
+20,874
204
$1.2M 0.17%
+17,150
205
$1.18M 0.16%
42,200
-3,200
206
$1.17M 0.16%
89,951
-12,764
207
$1.15M 0.16%
53,001
-12,367
208
$1.15M 0.16%
394,100
+10,300
209
$1.14M 0.16%
65,800
+19,900
210
$1.13M 0.16%
130,841
+73,107
211
$1.13M 0.16%
17,656
-43,744
212
$1.12M 0.16%
42,496
-3,500
213
$1.11M 0.15%
23,740
+15,140
214
$1.09M 0.15%
+9,700
215
$1.09M 0.15%
7,720
-1,050
216
$1.06M 0.15%
56,440
-24,910
217
$1.05M 0.15%
+52,500
218
$1.04M 0.14%
20,319
+481
219
$1.02M 0.14%
59,588
+29,325
220
$1.02M 0.14%
86,200
+68,727
221
$1.02M 0.14%
127,762
+104,762
222
$1.01M 0.14%
360
-673
223
$1M 0.14%
180,184
+148,984
224
$998K 0.14%
49,517
-2,000
225
$983K 0.14%
+26,144
7 8
9
10 11