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
$732M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$1.98M
3
+$1.08M
4
PLD icon
Prologis
PLD
+$1.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.06M

Top Sells

1
+$3.11M
2
+$1.48M
3
+$1.29M
4
MSFT icon
Microsoft
MSFT
+$962K
5
AMP icon
Ameriprise Financial
AMP
+$943K

Sector Composition

1 Technology 19.32%
2 Financials 17.02%
3 Healthcare 13.4%
4 Industrials 8.51%
5 Consumer Staples 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.8M 1.74%
19,422
-4,726
27
$12.1M 1.65%
46,109
+557
28
$11.6M 1.58%
34,100
+154
29
$11.4M 1.55%
68,863
+548
30
$11.2M 1.53%
144,115
+1,620
31
$11M 1.5%
44,005
-37
32
$10.2M 1.4%
132,615
+6,212
33
$10.2M 1.39%
77,897
+327
34
$10.1M 1.38%
51,406
+246
35
$10.1M 1.38%
61,347
+482
36
$10M 1.37%
24,642
+123
37
$9.96M 1.36%
38,396
+133
38
$9.67M 1.32%
10,686
+63
39
$8.67M 1.18%
36,568
+235
40
$7.91M 1.08%
191,888
+2,307
41
$7.86M 1.07%
15,442
+89
42
$7.34M 1%
51,995
-9,114
43
$7.22M 0.99%
23,096
+2,882
44
$7.15M 0.98%
+57,887
45
$6.41M 0.88%
15,819
+1,382
46
$6.14M 0.84%
57,595
+608
47
$5.61M 0.77%
57,462
+122
48
$5.58M 0.76%
55,705
+516
49
$5.57M 0.76%
49,552
+9,477
50
$5.53M 0.76%
94,558
+760
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