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
$599M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.55M
3
+$1.33M
4
USB icon
US Bancorp
USB
+$1.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.06M

Top Sells

1
+$6.73M
2
+$5.77M
3
+$3.63M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.91M
5
XOM icon
Exxon Mobil
XOM
+$314K

Sector Composition

1 Technology 15.93%
2 Financials 15.63%
3 Healthcare 13.42%
4 Industrials 10.32%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5M 3.59%
130,546
+2,728
2
$18.6M 3.1%
116,567
+2,114
3
$17.5M 2.93%
60,860
+2,325
4
$17.4M 2.9%
158,525
+9,149
5
$17.3M 2.89%
56,601
+910
6
$17.2M 2.86%
149,666
+5,219
7
$16.5M 2.75%
126,611
+3,733
8
$16.3M 2.72%
322,979
+17,692
9
$15.9M 2.66%
97,598
+2,424
10
$15.7M 2.63%
33,303
+600
11
$15.2M 2.53%
155,860
+13,658
12
$14.8M 2.46%
49,997
+2,250
13
$14.4M 2.41%
71,672
+3,510
14
$13.9M 2.32%
130,868
+2,613
15
$13.9M 2.32%
48,633
+2,248
16
$13.4M 2.24%
20,095
+811
17
$13.4M 2.23%
128,449
+2,653
18
$12.7M 2.12%
125,709
+5,219
19
$12.1M 2.02%
63,238
+2,064
20
$12M 2.01%
163,020
+9,275
21
$11.8M 1.97%
32,558
-72
22
$11.5M 1.93%
63,321
+1,425
23
$11.2M 1.88%
104,329
+9,856
24
$11.1M 1.86%
144,444
+5,286
25
$11.1M 1.85%
22,365
+250
1
2 3 4