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
$620M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$181K
3
+$168K
4
NEE icon
NextEra Energy
NEE
+$164K
5
DUK icon
Duke Energy
DUK
+$135K

Top Sells

1
+$1.63M
2
+$147K
3
+$139K
4
MA icon
Mastercard
MA
+$127K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$117K

Sector Composition

1 Technology 16.78%
2 Financials 16.43%
3 Healthcare 12.93%
4 Industrials 10.45%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.81%
24,468
-227
27
$11.2M 1.81%
104,999
+670
28
$11.1M 1.8%
85,492
+259
29
$10.9M 1.76%
146,658
+2,214
30
$9.6M 1.55%
45,140
-114
31
$9.49M 1.53%
31,118
-331
32
$9.05M 1.46%
77,427
-163
33
$8.83M 1.42%
117,634
+989
34
$8.65M 1.39%
56,978
+54
35
$8.57M 1.38%
39,051
-14
36
$8.48M 1.37%
33,908
+86
37
$8.36M 1.35%
166,111
-32,350
38
$7.82M 1.26%
22,924
-219
39
$7.77M 1.25%
46,903
-292
40
$6.84M 1.1%
183,843
+768
41
$6.72M 1.08%
76,311
-106
42
$6.2M 1%
54,436
+554
43
$5.94M 0.96%
62,291
+761
44
$5.33M 0.86%
53,514
-217
45
$5.32M 0.86%
27,076
+148
46
$5.1M 0.82%
98,651
+87
47
$4.84M 0.78%
39,508
+423
48
$4.68M 0.75%
9,734
+89
49
$4.53M 0.73%
20,398
+236
50
$4.42M 0.71%
133,740
+1,624
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