AIMC
Alley Investment Management Company Portfolio holdings
AUM $826M
This Quarter Return
+1.81%
1 Year Return
+16.07%
3 Year Return
+52.09%
5 Year Return
–
10 Year Return
–
AUM
$797M
AUM Growth
+$6.57M (+0.8%)
Cap. Flow
+$1.58M
Cap. Flow % of AUM
0.2%
Top 10 Holdings %Top 10 Hldgs %
31.54%
Holding
89
New
5
Increased
46
Reduced
28
Closed
1
Top Buys
| 1 | $8M | |
| 2 | $7.22M | |
| 3 | $6.14M | |
| 4 | $3.12M | |
| 5 | $3.09M |
Top Sells
| 1 | $7.81M | |
| 2 | $7.8M | |
| 3 | $5.27M | |
| 4 | $4.82M | |
| 5 | $3.27M |
Sector Composition
| 1 | Financials | 20.26% |
| 2 | Technology | 17.38% |
| 3 | Healthcare | 11.19% |
| 4 | Industrials | 9.16% |
| 5 | Consumer Staples | 8.37% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $361K | 0.05% | 5,097 | – | – | |||
| $343K | 0.04% | 14,800 -482 | -3% | -$11.2K | |||
| $340K | 0.04% | 1,200 | – | – | |||
| $331K | 0.04% | 2,327 -479 | -17% | -$68.1K | |||
| $328K | 0.04% | 625 -14,876 | -96% | -$7.8M | |||
| $316K | 0.04% | 1,890 -90 | -5% | -$15.1K | |||
| $296K | 0.04% | 3,367 | – | – | |||
| $254K | 0.03% | 1,695 -7 | -0.4% | -$1.05K | |||
| $230K | 0.03% | 1,740 | – | – | |||
| $230K | 0.03% | 10,686 | – | – | |||
| $221K | 0.03% | +1,857 | New | +$221K | |||
| $217K | 0.03% | 5,291 | – | – | |||
| $203K | 0.03% | +830 | New | +$203K | |||
| – | – | -58,030 | Closed | -$5.27M |
