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
$501M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$213K
3
+$200K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$196K
5
ITW icon
Illinois Tool Works
ITW
+$113K

Top Sells

1
+$1.7M
2
+$1.4M
3
+$1.33M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$807K

Sector Composition

1 Technology 16.28%
2 Financials 14.25%
3 Healthcare 13.21%
4 Industrials 10.24%
5 Consumer Staples 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.57M 1.91%
100,083
+223
27
$9.33M 1.86%
32,810
-107
28
$9.27M 1.85%
82,030
+252
29
$9.04M 1.8%
108,906
+1,041
30
$8.38M 1.67%
41,598
+76
31
$7.45M 1.49%
51,555
+282
32
$7.45M 1.49%
104,346
-11,298
33
$6.83M 1.36%
47,291
-277
34
$6.82M 1.36%
54,046
+9
35
$6.49M 1.29%
37,873
-575
36
$6.32M 1.26%
31,206
+277
37
$6.21M 1.24%
153,832
-113
38
$6.12M 1.22%
22,916
-118
39
$5.99M 1.2%
74,214
-156
40
$5.96M 1.19%
33,000
+627
41
$5.81M 1.16%
26,899
+71
42
$5.59M 1.12%
147,248
-1,604
43
$4.81M 0.96%
59,560
+332
44
$4.66M 0.93%
32,256
-480
45
$4.46M 0.89%
+89,225
46
$4.33M 0.86%
47,644
+141
47
$4.25M 0.85%
18,854
+124
48
$4.04M 0.81%
46,340
+313
49
$3.95M 0.79%
98,009
+2,276
50
$3.73M 0.74%
93,253
+1
1
2
3 4