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
$620M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$181K
3
+$168K
4
NEE icon
NextEra Energy
NEE
+$164K
5
DUK icon
Duke Energy
DUK
+$135K

Top Sells

1
+$1.63M
2
+$147K
3
+$139K
4
MA icon
Mastercard
MA
+$127K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$117K

Sector Composition

1 Technology 16.78%
2 Financials 16.43%
3 Healthcare 12.93%
4 Industrials 10.45%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.2M 4.06%
129,829
-717
2
$20.6M 3.32%
60,427
-433
3
$18.8M 3.03%
56,512
-89
4
$18.4M 2.97%
126,383
-228
5
$17.3M 2.79%
160,079
+1,554
6
$16.8M 2.71%
150,066
+400
7
$16.4M 2.64%
326,594
+3,615
8
$15.6M 2.52%
116,120
-447
9
$15.5M 2.5%
49,934
-63
10
$15.5M 2.5%
98,327
+729
11
$15.4M 2.48%
33,353
+50
12
$15.3M 2.47%
156,659
+799
13
$15.2M 2.45%
131,568
+700
14
$15M 2.42%
48,545
-88
15
$14.6M 2.36%
71,596
-76
16
$13.9M 2.24%
20,108
+13
17
$13.8M 2.22%
126,369
+660
18
$13.1M 2.12%
63,308
+70
19
$12.8M 2.06%
128,756
+307
20
$12.7M 2.05%
32,235
-323
21
$12.4M 2%
43,076
-84
22
$12M 1.94%
22,283
-82
23
$12M 1.93%
100,141
-979
24
$11.9M 1.92%
164,006
+986
25
$11.8M 1.9%
63,584
+263
1
2 3 4