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
$797M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$7.22M
3
+$6.14M
4
MS icon
Morgan Stanley
MS
+$3.12M
5
NVDA icon
NVIDIA
NVDA
+$3.09M

Top Sells

1
+$7.81M
2
+$7.8M
3
+$5.27M
4
MRK icon
Merck
MRK
+$4.82M
5
DFS
Discover Financial Services
DFS
+$3.27M

Sector Composition

1 Financials 20.26%
2 Technology 17.38%
3 Healthcare 11.19%
4 Industrials 9.16%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1M 1.65%
24,689
-79
27
$12.7M 1.6%
34,210
+243
28
$12.5M 1.57%
51,733
+72
29
$12.1M 1.52%
108,335
+54,914
30
$11.9M 1.5%
19,413
+11
31
$10.9M 1.37%
63,974
+378
32
$10.9M 1.37%
138,015
-132
33
$10.7M 1.35%
12,989
+40
34
$10.1M 1.27%
59,433
-19,182
35
$9.48M 1.19%
87,506
+28,466
36
$9.4M 1.18%
77,067
+590
37
$9.29M 1.17%
37,462
+233
38
$9.12M 1.14%
44,504
+177
39
$9.03M 1.13%
199,126
+1,630
40
$8.8M 1.1%
26,117
+271
41
$8M 1%
+13,154
42
$7.72M 0.97%
24,772
+156
43
$7.52M 0.94%
128,886
+818
44
$7.51M 0.94%
71,815
+468
45
$7.29M 0.91%
62,469
+26,763
46
$7.22M 0.91%
+26,552
47
$6.98M 0.88%
56,531
+555
48
$6.71M 0.84%
108,656
+1,066
49
$6.32M 0.79%
263,569
+8,988
50
$5.99M 0.75%
17,580
+1,317
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