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
$684M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.53M
3
+$2.11M
4
INTU icon
Intuit
INTU
+$1.5M
5
MA icon
Mastercard
MA
+$1.46M

Top Sells

1
+$3.89M
2
+$2.67M
3
+$372K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$245K
5
XOM icon
Exxon Mobil
XOM
+$220K

Sector Composition

1 Technology 17.76%
2 Financials 17.07%
3 Healthcare 12.9%
4 Industrials 10.59%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 3.84%
136,642
+7,323
2
$23.7M 3.46%
63,009
+2,788
3
$22.8M 3.34%
134,179
+7,266
4
$22.2M 3.24%
58,459
+1,710
5
$18.9M 2.76%
170,986
+11,521
6
$18.6M 2.72%
156,263
+5,399
7
$18.6M 2.71%
75,592
+3,034
8
$18.2M 2.66%
52,458
+2,234
9
$17.9M 2.62%
51,076
+2,572
10
$17.9M 2.61%
115,444
-1,120
11
$17.6M 2.57%
342,583
+20,345
12
$17.2M 2.52%
21,220
+943
13
$16.6M 2.43%
26,582
+2,405
14
$15.9M 2.32%
24,061
+2,148
15
$15.9M 2.32%
35,041
+1,460
16
$15.7M 2.3%
105,541
+6,486
17
$15.3M 2.23%
162,238
+5,047
18
$15.3M 2.23%
139,940
+7,434
19
$15.1M 2.2%
35,359
+3,423
20
$14.8M 2.16%
105,629
+6,415
21
$14.2M 2.07%
93,419
+8,690
22
$14.1M 2.06%
127,810
-136
23
$14M 2.04%
66,547
+3,470
24
$13.6M 1.98%
141,362
+11,176
25
$13.1M 1.92%
45,438
+2,086
1
2 3 4