AIMC

Alley Investment Management Company Portfolio holdings

AUM $854M
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$826M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$3.88M
3
+$2.81M
4
MS icon
Morgan Stanley
MS
+$932K
5
SBUX icon
Starbucks
SBUX
+$322K

Top Sells

1
+$10.1M
2
+$4.6M
3
+$1.73M
4
MA icon
Mastercard
MA
+$1.36M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$995K

Sector Composition

1 Financials 20.87%
2 Technology 18.59%
3 Healthcare 9.83%
4 Industrials 9.29%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.7M 0.69%
272,358
+8,789
52
$4.97M 0.6%
87,120
-1,714
53
$4.89M 0.59%
98,952
+191
54
$4.6M 0.56%
7,450
-21
55
$4.54M 0.55%
43,593
+744
56
$4.33M 0.52%
15,711
57
$3.88M 0.47%
+134,241
58
$2.78M 0.34%
9,729
59
$2.63M 0.32%
12,179
60
$2.34M 0.28%
39,966
61
$2.2M 0.27%
23,951
62
$2.06M 0.25%
11,627
-67
63
$1.68M 0.2%
23,896
-7
64
$1.25M 0.15%
51,267
-3,947
65
$1.1M 0.13%
8,664
-436
66
$1.05M 0.13%
2,406
+8
67
$1.05M 0.13%
25,048
68
$813K 0.1%
9,095
-174
69
$758K 0.09%
5,708
+72
70
$729K 0.09%
1
71
$597K 0.07%
3,908
-124
72
$547K 0.07%
1,985
+95
73
$545K 0.07%
2,000
74
$413K 0.05%
1,163
-76
75
$386K 0.05%
14,570
-701
1 2
3
4