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
$620M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$181K
3
+$168K
4
NEE icon
NextEra Energy
NEE
+$164K
5
DUK icon
Duke Energy
DUK
+$135K

Top Sells

1
+$1.63M
2
+$147K
3
+$139K
4
MA icon
Mastercard
MA
+$127K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$117K

Sector Composition

1 Technology 16.78%
2 Financials 16.43%
3 Healthcare 12.93%
4 Industrials 10.45%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.28M 0.69%
47,719
+1,505
52
$4.14M 0.67%
79,240
-435
53
$3.86M 0.62%
83,646
+244
54
$3.73M 0.6%
91,711
+505
55
$3.73M 0.6%
8,416
-16
56
$3.73M 0.6%
20,131
57
$3.08M 0.5%
36,039
58
$2.03M 0.33%
10,009
59
$2M 0.32%
22,366
60
$1.95M 0.31%
43,028
61
$1.41M 0.23%
11,646
-159
62
$1.32M 0.21%
7,031
63
$1.27M 0.21%
17,422
64
$1.22M 0.2%
23,226
+18,387
65
$1.11M 0.18%
63,558
+123
66
$831K 0.13%
7,337
-217
67
$818K 0.13%
9,270
68
$771K 0.12%
6,374
69
$756K 0.12%
4,350
70
$712K 0.11%
12,000
71
$511K 0.08%
3,701
-75
72
$509K 0.08%
3,072
-223
73
$454K 0.07%
1,200
74
$449K 0.07%
6,193
-45
75
$423K 0.07%
2,000
1 2
3
4