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
$732M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$1.98M
3
+$1.08M
4
PLD icon
Prologis
PLD
+$1.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.06M

Top Sells

1
+$3.11M
2
+$1.48M
3
+$1.29M
4
MSFT icon
Microsoft
MSFT
+$962K
5
AMP icon
Ameriprise Financial
AMP
+$943K

Sector Composition

1 Technology 19.32%
2 Financials 17.02%
3 Healthcare 13.4%
4 Industrials 8.51%
5 Consumer Staples 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.31M 0.73%
133,721
+1,530
52
$4.86M 0.66%
102,293
+1,290
53
$4.42M 0.6%
89,374
+373
54
$4.35M 0.59%
99,497
+580
55
$4.04M 0.55%
7,416
-55
56
$3.5M 0.48%
36,039
57
$3.39M 0.46%
17,261
-1,410
58
$3.2M 0.44%
40,767
+689
59
$2.47M 0.34%
9,909
60
$2.16M 0.29%
11,749
-3,502
61
$1.92M 0.26%
42,159
-790
62
$1.9M 0.26%
9,386
63
$1.41M 0.19%
17,382
64
$1.25M 0.17%
58,485
+252
65
$973K 0.13%
2,601
-41
66
$928K 0.13%
4,100
67
$804K 0.11%
25,588
68
$751K 0.1%
12,000
69
$740K 0.1%
9,442
70
$670K 0.09%
5,541
-19
71
$632K 0.09%
4,324
+197
72
$515K 0.07%
2,003
-60
73
$421K 0.06%
5,374
74
$393K 0.05%
15,177
+222
75
$388K 0.05%
2,806
-90
1 2
3
4