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
$582M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.75M
3
+$4.61M
4
PM icon
Philip Morris
PM
+$3.37M
5
MS icon
Morgan Stanley
MS
+$3.06M

Top Sells

1
+$4.66M
2
+$405K
3
+$219K
4
JPM icon
JPMorgan Chase
JPM
+$212K
5
MDT icon
Medtronic
MDT
+$194K

Sector Composition

1 Financials 15.67%
2 Technology 14.03%
3 Healthcare 13.79%
4 Industrials 10.47%
5 Consumer Staples 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 3.18%
114,453
-178
2
$17.3M 2.98%
55,691
+396
3
$17.1M 2.94%
95,174
+580
4
$16.7M 2.87%
144,447
-896
5
$16.6M 2.85%
127,818
-62
6
$16.5M 2.83%
122,878
-1,584
7
$15.9M 2.73%
32,703
+27
8
$15.7M 2.71%
149,376
+3,884
9
$15.7M 2.69%
313,320
+224,095
10
$15.2M 2.61%
305,287
+6,682
11
$15.1M 2.59%
47,747
-542
12
$14.4M 2.47%
142,202
+33,296
13
$14.2M 2.45%
128,255
+378
14
$14.1M 2.43%
68,162
-1,058
15
$14M 2.41%
58,535
-627
16
$13.7M 2.35%
19,284
-217
17
$13.2M 2.27%
120,490
-1,277
18
$13.1M 2.25%
61,174
+355
19
$12.5M 2.14%
125,796
+2,900
20
$12.4M 2.13%
46,385
-392
21
$11.6M 2%
139,158
+1,899
22
$11.3M 1.95%
32,630
-180
23
$11.2M 1.92%
61,896
+715
24
$11M 1.9%
153,745
+11,445
25
$10.5M 1.81%
44,782
+183
1
2 3 4