AIMC
Alley Investment Management Company Portfolio holdings
AUM
$861M
1-Year Est. Return
12.61%
1 Year Est. Return
+12.61%
AUM
$826M
AUM Growth
+$29M
(+3.6%)
Holding
91
Top Buys
| 1 | +$12.8M | |
| 2 | +$3.88M | |
| 3 | +$2.81M | |
| 4 |
Morgan Stanley
MS
|
+$932K |
| 5 |
Starbucks
SBUX
|
+$322K |
Top Sells
| 1 | +$10.1M | |
| 2 | +$4.6M | |
| 3 | +$1.73M | |
| 4 |
Mastercard
MA
|
+$1.36M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$995K |
Sector Composition
| 1 | Financials | 20.87% |
| 2 | Technology | 18.59% |
| 3 | Healthcare | 9.83% |
| 4 | Industrials | 9.29% |
| 5 | Consumer Staples | 8.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.38B
| $375K | 0.05% |
7,393
-200
|
|
||
77
Schwab US Aggregate Bond ETF
SCHZ
$9B
| $347K | 0.04% |
14,917
+117
|
|
||
78
Walmart
WMT
$824B
| $329K | 0.04% |
3,367
|
|
||
79
Xcel Energy
XEL
$48B
| $319K | 0.04% |
4,690
-407
|
|
||
80
Kimberly-Clark
KMB
$34.2B
| $286K | 0.03% |
2,222
-105
|
|
||
81
lululemon athletica
LULU
$20.3B
| $285K | 0.03% |
1,200
|
|
||
82
Schwab US Broad Market ETF
SCHB
$38.1B
| $255K | 0.03% |
10,686
|
|
||
83
RTX Corp
RTX
$239B
| $254K | 0.03% |
1,740
|
|
||
84
Polaris
PII
$3.68B
| $215K | 0.03% |
5,291
|
|
||
85
Invesco QQQ Trust
QQQ
$395B
| $204K | 0.02% |
+370
|
|
||
86
Exxon Mobil
XOM
$508B
| – | – |
-1,857
|
|
||
87
UnitedHealth
UNH
$292B
| – | – |
-625
|
|
||
88
PepsiCo
PEP
$198B
| – | – |
-1,695
|
|
||
89
Merck
MRK
$223B
| – | – |
-51,258
|
|
||
90
Marsh & McLennan
MMC
$88.8B
| – | – |
-830
|
|
||
|
DFS
91
DELISTED
Discover Financial Services
DFS
| – | – |
-59,433
|
|