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
$582M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.75M
3
+$4.61M
4
PM icon
Philip Morris
PM
+$3.37M
5
MS icon
Morgan Stanley
MS
+$3.06M

Top Sells

1
+$4.66M
2
+$405K
3
+$219K
4
JPM icon
JPMorgan Chase
JPM
+$212K
5
MDT icon
Medtronic
MDT
+$194K

Sector Composition

1 Financials 15.67%
2 Technology 14.03%
3 Healthcare 13.79%
4 Industrials 10.47%
5 Consumer Staples 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.19M 0.72%
96,118
-1,891
52
$4.04M 0.69%
35,843
-479
53
$3.77M 0.65%
77,990
-1,550
54
$3.38M 0.58%
20,131
55
$3.36M 0.58%
80,056
-2,319
56
$3.35M 0.58%
85,986
-2,495
57
$3.06M 0.53%
+36,039
58
$1.91M 0.33%
+12,620
59
$1.74M 0.3%
10,009
60
$1.74M 0.3%
16,915
+352
61
$1.57M 0.27%
22,366
62
$1.12M 0.19%
6,431
-759
63
$1.07M 0.18%
15,797
-1,869
64
$1.05M 0.18%
11,895
-265
65
$999K 0.17%
66,402
-93
66
$907K 0.16%
7,519
+1,975
67
$869K 0.15%
9,270
-15
68
$740K 0.13%
12,000
69
$652K 0.11%
+6,457
70
$584K 0.1%
4,690
71
$582K 0.1%
3,295
-354
72
$532K 0.09%
3,921
73
$419K 0.07%
16,638
-249
74
$413K 0.07%
6,288
-106
75
$408K 0.07%
5,821
1 2
3
4