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
$732M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$1.98M
3
+$1.08M
4
PLD icon
Prologis
PLD
+$1.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.06M

Top Sells

1
+$3.11M
2
+$1.48M
3
+$1.29M
4
MSFT icon
Microsoft
MSFT
+$962K
5
AMP icon
Ameriprise Financial
AMP
+$943K

Sector Composition

1 Technology 19.32%
2 Financials 17.02%
3 Healthcare 13.4%
4 Industrials 8.51%
5 Consumer Staples 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.05%
7,615
77
$358K 0.05%
1,200
78
$333K 0.05%
1,268
+276
79
$326K 0.04%
14,310
+194
80
$318K 0.04%
1,980
-70
81
$302K 0.04%
5,656
-100
82
$287K 0.04%
1,186
-106
83
$228K 0.03%
+3,367
84
$224K 0.03%
10,686
85
$207K 0.03%
1,800
86
– –
-3,820
1 2 3
4