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
$530M
AUM Growth
-$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$163K
3
+$155K
4
SBUX icon
Starbucks
SBUX
+$147K
5
UNP icon
Union Pacific
UNP
+$143K

Top Sells

1
+$249K
2
+$242K
3
+$202K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$58.9K
5
MRK icon
Merck
MRK
+$55.8K

Sector Composition

1 Technology 15.85%
2 Financials 14.16%
3 Healthcare 13.42%
4 Industrials 10.22%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.06%
1,382
+15
77
$290K 0.05%
565
78
$201K 0.04%
1,022
79
– –
-2,314
80
– –
-2,055
81
– –
-600
1 2 3
4