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
$530M
AUM Growth
-$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$163K
3
+$155K
4
SBUX icon
Starbucks
SBUX
+$147K
5
UNP icon
Union Pacific
UNP
+$143K

Top Sells

1
+$249K
2
+$242K
3
+$202K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$58.9K
5
MRK icon
Merck
MRK
+$55.8K

Sector Composition

1 Technology 15.85%
2 Financials 14.16%
3 Healthcare 13.42%
4 Industrials 10.22%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 3.31%
128,537
+612
2
$17.6M 3.31%
114,628
-230
3
$17.3M 3.26%
157,129
+334
4
$16.6M 3.13%
145,713
+1
5
$16.5M 3.1%
325,643
-1,166
6
$15.2M 2.86%
59,073
+467
7
$14.9M 2.8%
69,717
+671
8
$14.1M 2.65%
32,694
-114
9
$13.9M 2.62%
123,471
+351
10
$13.7M 2.57%
94,302
+105
11
$13.3M 2.5%
48,359
+402
12
$13.2M 2.49%
55,578
+282
13
$13.1M 2.48%
120,892
+210
14
$12.8M 2.41%
45,948
+384
15
$12.5M 2.36%
166,088
+118
16
$11.8M 2.23%
19,402
+367
17
$11.7M 2.2%
109,838
+315
18
$11.7M 2.2%
127,955
-612
19
$10.9M 2.05%
99,860
+420
20
$10.8M 2.03%
22,441
-26
21
$10.7M 2.01%
137,761
+1,075
22
$10.7M 2.01%
107,865
-348
23
$10.5M 1.99%
60,621
+178
24
$10.4M 1.96%
32,917
-115
25
$10.2M 1.92%
61,167
+111
1
2 3 4