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
$530M
AUM Growth
-$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$163K
3
+$155K
4
SBUX icon
Starbucks
SBUX
+$147K
5
UNP icon
Union Pacific
UNP
+$143K

Top Sells

1
+$249K
2
+$242K
3
+$202K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$58.9K
5
MRK icon
Merck
MRK
+$55.8K

Sector Composition

1 Technology 15.85%
2 Financials 14.16%
3 Healthcare 13.42%
4 Industrials 10.22%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.9%
44,836
-104
27
$9.58M 1.81%
24,851
+89
28
$9.42M 1.78%
123,269
+1,920
29
$8.69M 1.64%
81,778
+1,458
30
$8.63M 1.63%
51,273
+40
31
$8.51M 1.61%
115,644
-444
32
$8.18M 1.54%
41,522
+826
33
$7.77M 1.47%
54,037
+168
34
$7.55M 1.42%
148,852
+218
35
$6.83M 1.29%
26,828
+23
36
$6.78M 1.28%
47,568
+88
37
$6.67M 1.26%
74,370
+459
38
$6.43M 1.21%
153,945
+1,225
39
$6.29M 1.19%
23,034
-6
40
$6.27M 1.18%
38,448
+223
41
$6.15M 1.16%
30,929
+141
42
$5.9M 1.11%
32,373
+527
43
$5.03M 0.95%
32,736
+14
44
$4.86M 0.92%
59,228
+240
45
$4.56M 0.86%
18,730
+282
46
$4.49M 0.85%
47,503
+607
47
$4.41M 0.83%
95,733
+1,022
48
$4.25M 0.8%
46,027
+124
49
$4.24M 0.8%
36,060
+964
50
$4.12M 0.78%
20,131
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