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
$684M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.53M
3
+$2.11M
4
INTU icon
Intuit
INTU
+$1.5M
5
MA icon
Mastercard
MA
+$1.46M

Top Sells

1
+$3.89M
2
+$2.67M
3
+$372K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$245K
5
XOM icon
Exxon Mobil
XOM
+$220K

Sector Composition

1 Technology 17.76%
2 Financials 17.07%
3 Healthcare 12.9%
4 Industrials 10.59%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.28M 0.62%
89,289
+5,070
52
$4.04M 0.59%
98,311
+9,789
53
$3.93M 0.57%
18,671
54
$3.6M 0.53%
7,580
-783
55
$3.36M 0.49%
36,039
56
$3.3M 0.48%
39,256
+30,009
57
$2.2M 0.32%
15,616
+4,555
58
$2.16M 0.32%
9,909
59
$2.02M 0.29%
22,366
60
$1.9M 0.28%
9,466
+2,285
61
$1.73M 0.25%
42,949
-79
62
$1.35M 0.2%
17,422
63
$1.25M 0.18%
24,798
+18,183
64
$1.1M 0.16%
58,374
-5,214
65
$857K 0.13%
7,311
-48
66
$834K 0.12%
+25,748
67
$789K 0.12%
4,100
-250
68
$733K 0.11%
2,359
+1,023
69
$721K 0.11%
9,567
+3,374
70
$668K 0.1%
4,262
+1,873
71
$614K 0.09%
1,200
72
$594K 0.09%
12,000
73
$542K 0.08%
2,060
74
$509K 0.07%
5,374
75
$444K 0.06%
3,656
-45
1 2
3
4