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
$589M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$220K
3
+$196K
4
DUK icon
Duke Energy
DUK
+$174K
5
ABT icon
Abbott
ABT
+$153K

Top Sells

1
+$8.04M
2
+$3.31M
3
+$1.22M
4
CME icon
CME Group
CME
+$292K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$217K

Sector Composition

1 Technology 17.25%
2 Financials 16.62%
3 Healthcare 13.38%
4 Industrials 10.1%
5 Consumer Staples 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 3.76%
129,319
-510
2
$19M 3.23%
60,221
-206
3
$18.7M 3.18%
56,749
+237
4
$18.4M 3.12%
126,913
+530
5
$17.4M 2.95%
150,864
+798
6
$17.4M 2.95%
116,564
+444
7
$16.7M 2.83%
99,055
+728
8
$16.3M 2.76%
159,465
-614
9
$16.1M 2.73%
322,238
-4,356
10
$15.2M 2.58%
50,224
+290
11
$14.9M 2.53%
48,504
-41
12
$14.8M 2.51%
72,558
+962
13
$14.6M 2.47%
157,191
+532
14
$13.7M 2.33%
33,581
+228
15
$13.6M 2.32%
132,506
+938
16
$13.1M 2.22%
20,277
+169
17
$13M 2.2%
99,214
-927
18
$12.6M 2.15%
31,936
-299
19
$12.4M 2.1%
127,946
+1,577
20
$12.4M 2.1%
21,913
-370
21
$12.4M 2.1%
24,177
-291
22
$11.9M 2.02%
130,186
+1,430
23
$11.7M 1.98%
63,077
-231
24
$11.4M 1.93%
163,109
-897
25
$11.1M 1.88%
43,352
+276
1
2 3 4