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
$582M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.75M
3
+$4.61M
4
PM icon
Philip Morris
PM
+$3.37M
5
MS icon
Morgan Stanley
MS
+$3.06M

Top Sells

1
+$4.66M
2
+$405K
3
+$219K
4
JPM icon
JPMorgan Chase
JPM
+$212K
5
MDT icon
Medtronic
MDT
+$194K

Sector Composition

1 Financials 15.67%
2 Technology 14.03%
3 Healthcare 13.79%
4 Industrials 10.47%
5 Consumer Staples 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.73%
22,115
-206
27
$9.97M 1.71%
94,473
-1,747
28
$9.61M 1.65%
42,043
+445
29
$9.5M 1.63%
24,406
-424
30
$8.86M 1.52%
193,896
+40,064
31
$8.8M 1.51%
99,718
-365
32
$8.31M 1.43%
54,817
+771
33
$8M 1.37%
108,635
+4,289
34
$7.53M 1.29%
30,813
-393
35
$7.27M 1.25%
74,283
+26,639
36
$7.17M 1.23%
32,554
-446
37
$7.16M 1.23%
37,965
+92
38
$7.1M 1.22%
22,988
+72
39
$6.97M 1.2%
51,374
-181
40
$6.79M 1.17%
80,834
-1,196
41
$6.62M 1.14%
17,306
+12,061
42
$6.59M 1.13%
26,572
-327
43
$6.2M 1.06%
59,520
-40
44
$6.18M 1.06%
46,096
-1,195
45
$5.64M 0.97%
143,224
-4,024
46
$5.57M 0.96%
71,713
-2,501
47
$5.04M 0.87%
9,498
+8,953
48
$5.01M 0.86%
19,096
+242
49
$4.99M 0.86%
52,696
+6,356
50
$4.4M 0.76%
92,283
-970
1
2
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