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
$606M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$19.9M
3
+$19M
4
UNP icon
Union Pacific
UNP
+$18.9M
5
ABBV icon
AbbVie
ABBV
+$18.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.88%
2 Financials 14.85%
3 Healthcare 12.79%
4 Industrials 10.12%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.3M 3.69%
+127,925
2
$19.9M 3.28%
+145,712
3
$19M 3.13%
+156,795
4
$18.9M 3.11%
+69,046
5
$18.6M 3.07%
+114,858
6
$18.1M 2.98%
+58,606
7
$16.9M 2.79%
+326,809
8
$16.8M 2.77%
+123,120
9
$16.6M 2.74%
+55,296
10
$15.4M 2.54%
+45,564
11
$15.3M 2.53%
+94,197
12
$14.5M 2.4%
+19,035
13
$14.5M 2.39%
+32,808
14
$14.4M 2.37%
+47,957
15
$14.3M 2.36%
+120,682
16
$13.8M 2.28%
+99,440
17
$13.2M 2.18%
+165,970
18
$13.1M 2.16%
+80,320
19
$12.9M 2.14%
+22,467
20
$12M 1.98%
+109,523
21
$11.9M 1.97%
+24,762
22
$11.8M 1.95%
+33,032
23
$11.8M 1.94%
+60,443
24
$11.7M 1.93%
+44,940
25
$11.6M 1.91%
+136,686
1
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