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
$599M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.55M
3
+$1.33M
4
USB icon
US Bancorp
USB
+$1.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.06M

Top Sells

1
+$6.73M
2
+$5.77M
3
+$3.63M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.91M
5
XOM icon
Exxon Mobil
XOM
+$314K

Sector Composition

1 Technology 15.93%
2 Financials 15.63%
3 Healthcare 13.42%
4 Industrials 10.32%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.06%
15,783
-855
77
$334K 0.06%
1,339
+15
78
$322K 0.05%
13,748
-832
79
$293K 0.05%
1,387
+3
80
$251K 0.04%
+4,839
81
$230K 0.04%
1,022
82
– –
-2,851
83
– –
-12,620
84
– –
-600
1 2 3
4