AC
Alley Company Portfolio holdings
AUM
$631M
This Quarter Return
+0.79%
1 Year Return
+24.89%
3 Year Return
+88.18%
5 Year Return
+123.97%
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+2.7%)
Cap. Flow
+$5.26M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
26.32%
Holding
76
New
4
Increased
45
Reduced
19
Closed
4
Top Buys
| 1 |
Lockheed Martin
LMT
|
$2.55M |
| 2 |
Union Pacific
UNP
|
$2.5M |
| 3 |
Mastercard
MA
|
$1.86M |
| 4 |
Intuit
INTU
|
$1.33M |
| 5 |
Costco
COST
|
$1.27M |
Top Sells
| 1 |
Intel
INTC
|
$2.07M |
| 2 |
Cisco
CSCO
|
$1.81M |
| 3 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$1.62M |
| 4 |
McDonald's
MCD
|
$1.15M |
| 5 |
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% |