AIMC

Alley Investment Management Company Portfolio holdings

AUM $854M
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$826M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$3.88M
3
+$2.81M
4
MS icon
Morgan Stanley
MS
+$932K
5
SBUX icon
Starbucks
SBUX
+$322K

Top Sells

1
+$10.1M
2
+$4.6M
3
+$1.73M
4
MA icon
Mastercard
MA
+$1.36M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$995K

Sector Composition

1 Financials 20.87%
2 Technology 18.59%
3 Healthcare 9.83%
4 Industrials 9.29%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 1.66%
197,788
+972
27
$13.5M 1.63%
34,086
-124
28
$13.5M 1.63%
128,957
-697
29
$12.8M 1.55%
+60,255
30
$12.5M 1.51%
51,352
-381
31
$11.9M 1.44%
24,438
-251
32
$11.6M 1.41%
110,629
+2,294
33
$10.7M 1.29%
132,055
-5,960
34
$10.3M 1.24%
64,341
+367
35
$10.2M 1.23%
13,057
+68
36
$9.73M 1.18%
69,088
+6,619
37
$9.49M 1.15%
26,573
+21
38
$9.33M 1.13%
13,356
+202
39
$9.31M 1.13%
37,660
+198
40
$9.19M 1.11%
77,910
+843
41
$8.71M 1.05%
201,179
+2,053
42
$8.7M 1.05%
44,041
-463
43
$8.15M 0.99%
26,204
+87
44
$8M 0.97%
129,038
+152
45
$7.86M 0.95%
71,912
+97
46
$7.64M 0.92%
110,062
+1,406
47
$6.99M 0.85%
25,052
+280
48
$6.84M 0.83%
57,318
+787
49
$6.61M 0.8%
17,698
+118
50
$6.49M 0.79%
143,445
+2,687
1
2
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