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
$791M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$2.2M
3
+$711K
4
CVX icon
Chevron
CVX
+$647K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$606K

Top Sells

1
+$5.49M
2
+$1.71M
3
+$1.14M
4
ENV
ENVESTNET, INC.
ENV
+$751K
5
XOM icon
Exxon Mobil
XOM
+$211K

Sector Composition

1 Financials 20.02%
2 Technology 19.21%
3 Healthcare 11.99%
4 Consumer Staples 7.55%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 1.7%
147,061
+2,994
27
$12.2M 1.55%
33,967
+89
28
$12.2M 1.54%
19,402
+20
29
$11.7M 1.48%
51,661
+148
30
$11.2M 1.42%
24,768
+31
31
$10.9M 1.37%
138,147
-380
32
$10.7M 1.35%
63,596
+2,071
33
$10.6M 1.34%
185,306
+12,398
34
$10.4M 1.32%
104,987
-11,414
35
$10.2M 1.29%
44,327
+364
36
$10M 1.26%
12,949
+137
37
$9.44M 1.19%
37,229
+504
38
$8.77M 1.11%
25,846
+905
39
$8.24M 1.04%
76,477
+20,414
40
$8.22M 1.04%
71,347
+418
41
$7.98M 1.01%
128,068
+864
42
$7.93M 1%
59,040
+1,245
43
$7.9M 1%
197,496
+3,050
44
$7.84M 0.99%
15,501
+81
45
$6.68M 0.84%
139,557
+4,758
46
$6.42M 0.81%
24,616
+1,138
47
$6.38M 0.81%
55,976
+3,083
48
$6.37M 0.81%
107,590
+4,159
49
$6M 0.76%
16,263
+414
50
$5.65M 0.71%
53,421
+2,664
1
2
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