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
$530M
AUM Growth
-$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$163K
3
+$155K
4
SBUX icon
Starbucks
SBUX
+$147K
5
UNP icon
Union Pacific
UNP
+$143K

Top Sells

1
+$249K
2
+$242K
3
+$202K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$58.9K
5
MRK icon
Merck
MRK
+$55.8K

Sector Composition

1 Technology 15.85%
2 Financials 14.16%
3 Healthcare 13.42%
4 Industrials 10.22%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.98M 0.75%
93,252
+719
52
$3.75M 0.71%
90,046
-1
53
$3.59M 0.68%
79,300
+15
54
$3.36M 0.63%
82,314
-97
55
$1.77M 0.33%
4,695
+25
56
$1.74M 0.33%
10,119
57
$1.69M 0.32%
15,744
+687
58
$1.33M 0.25%
12,160
-120
59
$1.3M 0.25%
22,366
60
$1.23M 0.23%
7,285
61
$1.15M 0.22%
17,746
62
$983K 0.19%
66,000
-1,338
63
$937K 0.18%
9,306
64
$651K 0.12%
5,535
+71
65
$648K 0.12%
3,649
-90
66
$633K 0.12%
12,000
-386
67
$596K 0.11%
4,690
68
$562K 0.11%
4,158
-40
69
$412K 0.08%
5,821
-380
70
$401K 0.08%
16,806
-435
71
$400K 0.08%
38,500
72
$400K 0.08%
6,394
-53
73
$350K 0.07%
14,628
-400
74
$330K 0.06%
2,000
75
$327K 0.06%
1,200
1 2
3
4