AIMC
Alley Investment Management Company Portfolio holdings
AUM
$861M
1-Year Est. Return
12.61%
1 Year Est. Return
+12.61%
AUM
$861M
AUM Growth
+$35M
(+4.2%)
Holding
90
Top Buys
| 1 | +$8.83M | |
| 2 | +$6.64M | |
| 3 | +$4.85M | |
| 4 |
CME Group
CME
|
+$3.65M |
| 5 |
Eaton
ETN
|
+$2.49M |
Top Sells
| 1 | +$17M | |
| 2 | +$9.56M | |
| 3 | +$2.99M | |
| 4 |
Apple
AAPL
|
+$2.87M |
| 5 |
Phillips 66
PSX
|
+$2.01M |
Sector Composition
| 1 | Financials | 20.43% |
| 2 | Technology | 17.3% |
| 3 | Industrials | 10.17% |
| 4 | Healthcare | 10.05% |
| 5 | Consumer Staples | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Capital One
COF
$144B
| $13.1M | 1.52% |
61,534
+1,279
|
|
||
27
Prologis
PLD
$120B
| $12.9M | 1.5% |
112,880
+2,251
|
|
||
28
Stryker
SYK
$140B
| $12.6M | 1.47% |
34,134
+48
|
|
||
|
29
Eaton
ETN
$130B
| $12.4M | 1.44% |
33,239
+6,666
|
|
||
30
Berkshire Hathaway Class B
BRK.B
$1.09T
| $12.3M | 1.43% |
24,534
+96
|
|
||
31
Broadridge
BR
$26.9B
| $12.3M | 1.42% |
51,472
+120
|
|
||
32
Morgan Stanley
MS
$276B
| $11.1M | 1.29% |
69,975
+887
|
|
||
33
Duke Energy
DUK
$92.2B
| $10.9M | 1.26% |
88,018
+10,108
|
|
||
34
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
| $10.7M | 1.24% |
131,667
-388
|
|
||
35
Parker-Hannifin
PH
$110B
| $10.4M | 1.2% |
13,681
+325
|
|
||
36
Procter & Gamble
PG
$343B
| $10.1M | 1.17% |
65,433
+1,092
|
|
||
37
Eli Lilly
LLY
$925B
| $10M | 1.16% |
13,101
+44
|
|
||
38
Illinois Tool Works
ITW
$72.5B
| $9.94M | 1.15% |
38,104
+444
|
|
||
39
Snap-on
SNA
$17.9B
| $9.48M | 1.1% |
27,366
+1,162
|
|
||
40
Verizon
VZ
$171B
| $8.99M | 1.04% |
204,512
+3,333
|
|
||
41
ServiceNow
NOW
$173B
| $8.83M | 1.03% |
+9,593
|
|
||
42
Danaher
DHR
$161B
| $8.78M | 1.02% |
44,268
+227
|
|
||
43
iShares Core S&P Small-Cap ETF
IJR
$89B
| $8.55M | 0.99% |
71,926
+14
|
|
||
44
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $8.4M | 0.98% |
128,726
-312
|
|
||
|
45
CME Group
CME
$98.9B
| $7.9M | 0.92% |
29,223
+13,512
|
|
||
46
Cisco
CSCO
$307B
| $7.69M | 0.89% |
112,435
+2,373
|
|
||
47
Amgen
AMGN
$186B
| $7.28M | 0.85% |
25,814
+762
|
|
||
48
WEC Energy
WEC
$34.9B
| $6.82M | 0.79% |
59,519
+15,926
|
|
||
49
Hershey
HSY
$36.6B
| $6.64M | 0.77% |
+35,508
|
|
||
50
Carlisle Companies
CSL
$13.4B
| $5.91M | 0.69% |
17,965
+267
|
|