AC

Alley Company Portfolio holdings

AUM $631M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.5M
3
+$1.33M
4
COST icon
Costco
COST
+$1.26M
5
SE
Spectra Energy Corp Wi
SE
+$1.15M

Top Sells

1
+$2.07M
2
+$1.81M
3
+$1.62M
4
MCD icon
McDonald's
MCD
+$1.15M
5
MCHP icon
Microchip Technology
MCHP
+$1.11M

Sector Composition

1 Financials 13.18%
2 Healthcare 12.24%
3 Consumer Staples 10.07%
4 Consumer Discretionary 8.5%
5 Technology 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-20,140
1 2 3
4