AIMC
Alley Investment Management Company Portfolio holdings
AUM
$826M
This Quarter Return
-3.46%
1 Year Return
+16.07%
3 Year Return
+52.09%
5 Year Return
–
10 Year Return
–
AUM
$606M
AUM Growth
–
Cap. Flow
+$606M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.11%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$22.3M |
| 2 |
Paychex
PAYX
|
$19.9M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$19M |
| 4 |
Union Pacific
UNP
|
$18.9M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
UnitedHealth
UNH
$279B
| $288K | 0.05% |
+565
| New | +$288K |
|
|
CNVY
77
DELISTED
Convey Health Solutions Holdings, Inc.
CNVY
| $252K | 0.04% |
+38,500
| New | +$252K |
|
78
Deere & Co
DE
$127B
| $249K | 0.04% |
+600
| New | +$249K |
|
79
Edwards Lifesciences
EW
$47.7B
| $242K | 0.04% |
+2,055
| New | +$242K |
|
80
Visa
V
$681B
| $227K | 0.04% |
+1,022
| New | +$227K |
|
81
Morgan Stanley
MS
$237B
| $202K | 0.03% |
+2,314
| New | +$202K |
|