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
$684M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.53M
3
+$2.11M
4
INTU icon
Intuit
INTU
+$1.5M
5
MA icon
Mastercard
MA
+$1.46M

Top Sells

1
+$3.89M
2
+$2.67M
3
+$372K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$245K
5
XOM icon
Exxon Mobil
XOM
+$220K

Sector Composition

1 Technology 17.76%
2 Financials 17.07%
3 Healthcare 12.9%
4 Industrials 10.59%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.06%
14,967
-1,164
77
$356K 0.05%
5,756
78
$330K 0.05%
14,152
79
$300K 0.04%
1,289
+4
80
$258K 0.04%
992
81
$242K 0.04%
+2,170
82
– –
-1,875
83
– –
-34,032
84
– –
-26,886
1 2 3
4