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
$797M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$7.22M
3
+$6.14M
4
MS icon
Morgan Stanley
MS
+$3.12M
5
NVDA icon
NVIDIA
NVDA
+$3.09M

Top Sells

1
+$7.81M
2
+$7.8M
3
+$5.27M
4
MRK icon
Merck
MRK
+$4.82M
5
DFS
Discover Financial Services
DFS
+$3.27M

Sector Composition

1 Financials 20.26%
2 Technology 17.38%
3 Healthcare 11.19%
4 Industrials 9.16%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.94M 0.75%
140,758
+1,201
52
$4.67M 0.59%
42,849
+364
53
$4.6M 0.58%
51,258
-53,729
54
$4.52M 0.57%
88,834
-933
55
$4.47M 0.56%
98,761
-284
56
$4.18M 0.52%
7,471
+30
57
$4.17M 0.52%
15,711
-400
58
$2.5M 0.31%
9,729
-180
59
$2.43M 0.3%
12,179
-149
60
$2.4M 0.3%
39,966
-2,193
61
$2.04M 0.26%
23,951
-59
62
$1.83M 0.23%
11,694
63
$1.22M 0.15%
55,214
-1,375
64
$1.16M 0.15%
23,903
-161,403
65
$971K 0.12%
25,048
-540
66
$939K 0.12%
4,550
-41
67
$889K 0.11%
2,398
+29
68
$798K 0.1%
+1
69
$758K 0.1%
9,269
-130
70
$757K 0.09%
5,636
+61
71
$669K 0.08%
4,032
-397
72
$537K 0.07%
2,000
73
$434K 0.05%
1,239
-52
74
$427K 0.05%
15,271
+85
75
$385K 0.05%
7,593
1 2
3
4