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
$265M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$4.38M
2 +$234K
3 +$186K
4
ABBV icon
AbbVie
ABBV
+$72.5K
5
PDCO
Patterson Companies, Inc.
PDCO
+$31.9K

Sector Composition

1 Financials 14.92%
2 Technology 13.36%
3 Healthcare 10.27%
4 Consumer Staples 9.01%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$235K 0.09%
8,992
+1,124
77
$218K 0.08%
+14,490
78
-47,372