AIMC

Alley Investment Management Company Portfolio holdings

AUM $861M
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$19.9M
3
+$19M
4
UNP icon
Union Pacific
UNP
+$18.9M
5
ABBV icon
AbbVie
ABBV
+$18.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.88%
2 Financials 14.85%
3 Healthcare 12.79%
4 Industrials 10.12%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.82%
+121,349
27
$10.5M 1.74%
+128,567
28
$10.2M 1.69%
+61,056
29
$10.2M 1.68%
+108,213
30
$9.55M 1.58%
+116,088
31
$9.46M 1.56%
+51,233
32
$8.36M 1.38%
+40,696
33
$8.23M 1.36%
+53,869
34
$8.23M 1.36%
+30,788
35
$8.2M 1.35%
+73,911
36
$8.13M 1.34%
+23,040
37
$7.98M 1.32%
+152,720
38
$7.57M 1.25%
+148,634
39
$7.39M 1.22%
+47,480
40
$7.3M 1.21%
+26,805
41
$6.67M 1.1%
+38,225
42
$6.67M 1.1%
+31,846
43
$5.78M 0.95%
+32,722
44
$5.67M 0.94%
+35,096
45
$5.17M 0.85%
+46,896
46
$5.16M 0.85%
+92,533
47
$5.1M 0.84%
+58,988
48
$5.03M 0.83%
+94,711
49
$4.95M 0.82%
+45,903
50
$4.79M 0.79%
+20,131
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