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
$606M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$19.9M
3
+$19M
4
UNP icon
Union Pacific
UNP
+$18.9M
5
ABBV icon
AbbVie
ABBV
+$18.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.88%
2 Financials 14.85%
3 Healthcare 12.79%
4 Industrials 10.12%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.46M 0.74%
+18,448
52
$4.25M 0.7%
+79,285
53
$4.15M 0.69%
+90,047
54
$3.96M 0.65%
+82,411
55
$2.11M 0.35%
+10,119
56
$2.11M 0.35%
+4,670
57
$1.72M 0.28%
+12,280
58
$1.68M 0.28%
+15,057
59
$1.68M 0.28%
+22,366
60
$1.5M 0.25%
+7,285
61
$1.39M 0.23%
+17,746
62
$1.21M 0.2%
+67,338
63
$929K 0.15%
+9,306
64
$922K 0.15%
+12,386
65
$745K 0.12%
+4,690
66
$700K 0.12%
+5,464
67
$663K 0.11%
+3,739
68
$517K 0.09%
+4,198
69
$474K 0.08%
+6,447
70
$453K 0.07%
+17,241
71
$448K 0.07%
+6,201
72
$438K 0.07%
+1,200
73
$425K 0.07%
+2,000
74
$393K 0.06%
+1,367
75
$380K 0.06%
+15,028
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3
4