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
$599M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.55M
3
+$1.33M
4
USB icon
US Bancorp
USB
+$1.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.06M

Top Sells

1
+$6.73M
2
+$5.77M
3
+$3.63M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.91M
5
XOM icon
Exxon Mobil
XOM
+$314K

Sector Composition

1 Technology 15.93%
2 Financials 15.63%
3 Healthcare 13.42%
4 Industrials 10.32%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.46M 0.74%
46,214
+29,299
52
$3.99M 0.67%
79,675
+1,685
53
$3.86M 0.64%
20,131
54
$3.77M 0.63%
83,402
+3,346
55
$3.68M 0.61%
91,206
+5,220
56
$3.45M 0.58%
8,432
-8,874
57
$3.16M 0.53%
36,039
58
$1.92M 0.32%
43,028
-150,868
59
$1.87M 0.31%
22,366
60
$1.87M 0.31%
10,009
61
$1.25M 0.21%
7,031
+600
62
$1.23M 0.2%
11,805
-90
63
$1.22M 0.2%
17,422
+1,625
64
$1.02M 0.17%
63,435
-2,967
65
$885K 0.15%
7,554
+35
66
$879K 0.15%
9,270
67
$705K 0.12%
6,374
-83
68
$704K 0.12%
12,000
69
$657K 0.11%
4,350
-340
70
$511K 0.09%
3,295
71
$507K 0.08%
3,776
-145
72
$446K 0.07%
6,238
-50
73
$437K 0.07%
1,200
74
$400K 0.07%
2,000
75
$393K 0.07%
5,821
1 2
3
4