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
$599M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.55M
3
+$1.33M
4
USB icon
US Bancorp
USB
+$1.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.06M

Top Sells

1
+$6.73M
2
+$5.77M
3
+$3.63M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.91M
5
XOM icon
Exxon Mobil
XOM
+$314K

Sector Composition

1 Technology 15.93%
2 Financials 15.63%
3 Healthcare 13.42%
4 Industrials 10.32%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.84%
24,695
+289
27
$10.7M 1.78%
43,160
+1,117
28
$10.5M 1.75%
101,120
+1,402
29
$10.1M 1.69%
45,254
+472
30
$9.97M 1.66%
198,461
-114,859
31
$8.98M 1.5%
31,449
+636
32
$8.81M 1.47%
116,645
+8,010
33
$8.8M 1.47%
85,233
+4,399
34
$8.46M 1.41%
56,924
+2,107
35
$8.23M 1.37%
33,822
+1,268
36
$7.67M 1.28%
77,590
+3,307
37
$7.47M 1.25%
39,065
+1,100
38
$7.21M 1.2%
53,882
+2,508
39
$7.15M 1.19%
23,143
+155
40
$7.12M 1.19%
183,075
+39,851
41
$6.92M 1.15%
47,195
+1,099
42
$6.64M 1.11%
26,928
+356
43
$6.24M 1.04%
61,530
+2,010
44
$6.16M 1.03%
76,417
+4,704
45
$5.2M 0.87%
53,731
+1,035
46
$5.15M 0.86%
98,564
+6,281
47
$4.88M 0.81%
39,085
+3,242
48
$4.87M 0.81%
20,162
+1,066
49
$4.76M 0.79%
132,116
+35,998
50
$4.56M 0.76%
9,645
+147
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