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
$684M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.53M
3
+$2.11M
4
INTU icon
Intuit
INTU
+$1.5M
5
MA icon
Mastercard
MA
+$1.46M

Top Sells

1
+$3.89M
2
+$2.67M
3
+$372K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$245K
5
XOM icon
Exxon Mobil
XOM
+$220K

Sector Composition

1 Technology 17.76%
2 Financials 17.07%
3 Healthcare 12.9%
4 Industrials 10.59%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 1.89%
176,233
+13,124
27
$12M 1.75%
110,779
+7,652
28
$11.5M 1.68%
67,870
+3,851
29
$10.5M 1.53%
51,038
+4,499
30
$10.2M 1.49%
33,969
+3,367
31
$10.2M 1.49%
43,966
-878
32
$9.63M 1.41%
158,592
+9,424
33
$9.49M 1.39%
36,223
+2,378
34
$9.4M 1.37%
121,404
+5,830
35
$8.96M 1.31%
61,111
+3,676
36
$8.81M 1.29%
24,707
+2,237
37
$8.77M 1.28%
78,015
-975
38
$8.62M 1.26%
38,329
-1,090
39
$8.25M 1.21%
61,959
-1,053
40
$8.02M 1.17%
15,226
+5,562
41
$7.02M 1.03%
186,216
+2,298
42
$6.59M 0.96%
57,242
+2,827
43
$6.17M 0.9%
10,585
+3,626
44
$6.09M 0.89%
56,275
+2,577
45
$5.84M 0.85%
20,275
-444
46
$5.7M 0.83%
131,795
-3,504
47
$5.38M 0.79%
55,457
+5,765
48
$5.33M 0.78%
39,956
-726
49
$5.17M 0.75%
93,205
+13,895
50
$5.09M 0.74%
100,703
+1,138
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