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
$582M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.75M
3
+$4.61M
4
PM icon
Philip Morris
PM
+$3.37M
5
MS icon
Morgan Stanley
MS
+$3.06M

Top Sells

1
+$4.66M
2
+$405K
3
+$219K
4
JPM icon
JPMorgan Chase
JPM
+$212K
5
MDT icon
Medtronic
MDT
+$194K

Sector Composition

1 Financials 15.67%
2 Technology 14.03%
3 Healthcare 13.79%
4 Industrials 10.47%
5 Consumer Staples 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$384K 0.07%
1,200
77
$333K 0.06%
14,580
-126
78
$314K 0.05%
+2,851
79
$282K 0.05%
1,324
-65
80
$282K 0.05%
+1,384
81
$265K 0.05%
2,000
82
$257K 0.04%
600
83
$212K 0.04%
+1,022
84
– –
-38,500
85
– –
-32,256
1 2 3
4