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
$797M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$7.22M
3
+$6.14M
4
MS icon
Morgan Stanley
MS
+$3.12M
5
NVDA icon
NVIDIA
NVDA
+$3.09M

Top Sells

1
+$7.81M
2
+$7.8M
3
+$5.27M
4
MRK icon
Merck
MRK
+$4.82M
5
DFS
Discover Financial Services
DFS
+$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 Change
in Stake 		Capital Flow
76
$361K 0.05%
5,097
77
$343K 0.04%
14,800
-482
78
$340K 0.04%
1,200
79
$331K 0.04%
2,327
-479
80
$328K 0.04%
625
-14,876
81
$316K 0.04%
1,890
-90
82
$296K 0.04%
3,367
83
$254K 0.03%
1,695
-7
84
$230K 0.03%
1,740
85
$230K 0.03%
10,686
86
$221K 0.03%
+1,857
87
$217K 0.03%
5,291
88
$203K 0.03%
+830
89
– –
-58,030
1 2 3
4