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
$1.29B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$27.7M
2 +$22.9M
3 +$19.6M
4
HD icon
Home Depot
HD
+$12.4M
5
PAYX icon
Paychex
PAYX
+$11.9M

Top Sells

1 +$16.8M
2 +$13.1M
3 +$644K
4
DVY icon
iShares Select Dividend ETF
DVY
+$192K
5
VV icon
Vanguard Large-Cap ETF
VV
+$191K

Sector Composition

1 Technology 18.65%
2 Financials 13.89%
3 Healthcare 13.12%
4 Consumer Staples 11.22%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$229K 0.02%
+1,043
77
$207K 0.02%
+5,616
78
-115,150
79
-585,423