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
$589M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$220K
3
+$196K
4
DUK icon
Duke Energy
DUK
+$174K
5
ABT icon
Abbott
ABT
+$153K

Top Sells

1
+$8.04M
2
+$3.31M
3
+$1.22M
4
CME icon
CME Group
CME
+$292K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$217K

Sector Composition

1 Technology 17.25%
2 Financials 16.62%
3 Healthcare 13.38%
4 Industrials 10.1%
5 Consumer Staples 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.84%
64,019
+435
27
$10.8M 1.83%
84,729
-763
28
$10.6M 1.79%
103,127
-1,872
29
$9.86M 1.67%
44,844
-296
30
$8.98M 1.52%
39,419
+368
31
$8.55M 1.45%
149,168
+2,510
32
$8.52M 1.45%
115,574
-2,060
33
$8.38M 1.42%
57,435
+457
34
$8.36M 1.42%
30,602
-516
35
$8.33M 1.41%
46,539
-364
36
$7.87M 1.34%
22,470
-454
37
$7.79M 1.32%
33,845
-63
38
$7.57M 1.28%
63,012
+721
39
$6.84M 1.16%
78,990
+1,563
40
$5.96M 1.01%
183,918
+75
41
$5.57M 0.95%
20,719
+321
42
$5.35M 0.91%
99,565
+914
43
$5.07M 0.86%
53,698
+184
44
$5.01M 0.85%
54,415
-21
45
$4.87M 0.83%
9,664
-70
46
$4.56M 0.77%
40,682
+1,174
47
$4.47M 0.76%
135,299
+1,559
48
$4.39M 0.74%
49,692
+1,973
49
$3.96M 0.67%
79,310
+70
50
$3.89M 0.66%
26,886
-190
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