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
$589M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$220K
3
+$196K
4
DUK icon
Duke Energy
DUK
+$174K
5
ABT icon
Abbott
ABT
+$153K

Top Sells

1
+$8.04M
2
+$3.31M
3
+$1.22M
4
CME icon
CME Group
CME
+$292K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$217K

Sector Composition

1 Technology 17.25%
2 Financials 16.62%
3 Healthcare 13.38%
4 Industrials 10.1%
5 Consumer Staples 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.63%
18,671
-1,460
52
$3.74M 0.63%
+6,959
53
$3.68M 0.62%
84,219
+573
54
$3.58M 0.61%
8,363
-53
55
$3.47M 0.59%
88,522
-3,189
56
$2.94M 0.5%
36,039
57
$2.67M 0.45%
34,032
-42,279
58
$1.94M 0.33%
9,909
-100
59
$1.81M 0.31%
43,028
60
$1.75M 0.3%
22,366
61
$1.46M 0.25%
11,061
-585
62
$1.27M 0.22%
7,181
+150
63
$1.21M 0.2%
17,422
64
$1.07M 0.18%
63,588
+30
65
$792K 0.13%
7,359
+22
66
$745K 0.13%
9,247
-23
67
$713K 0.12%
4,350
68
$560K 0.1%
5,374
-1,000
69
$528K 0.09%
12,000
70
$463K 0.08%
1,200
71
$447K 0.08%
3,701
72
$427K 0.07%
6,193
73
$418K 0.07%
2,060
+60
74
$380K 0.06%
16,131
+195
75
$372K 0.06%
2,389
-683
1 2
3
4