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
$606M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$19.9M
3
+$19M
4
UNP icon
Union Pacific
UNP
+$18.9M
5
ABBV icon
AbbVie
ABBV
+$18.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.88%
2 Financials 14.85%
3 Healthcare 12.79%
4 Industrials 10.12%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.05%
+565
77
$252K 0.04%
+38,500
78
$249K 0.04%
+600
79
$242K 0.04%
+2,055
80
$227K 0.04%
+1,022
81
$202K 0.03%
+2,314
1 2 3
4