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
$732M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$1.98M
3
+$1.08M
4
PLD icon
Prologis
PLD
+$1.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.06M

Top Sells

1
+$3.11M
2
+$1.48M
3
+$1.29M
4
MSFT icon
Microsoft
MSFT
+$962K
5
AMP icon
Ameriprise Financial
AMP
+$943K

Sector Composition

1 Technology 19.32%
2 Financials 17.02%
3 Healthcare 13.4%
4 Industrials 8.51%
5 Consumer Staples 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28M 3.83%
133,082
+370
2
$26.9M 3.68%
60,206
-2,153
3
$26M 3.55%
128,355
-4,285
4
$24M 3.28%
56,181
-2,207
5
$19.8M 2.71%
185,269
+9,898
6
$19.6M 2.68%
114,237
+411
7
$19.6M 2.67%
23,022
-109
8
$18.6M 2.54%
157,035
+1,048
9
$18.5M 2.53%
361,652
+11,358
10
$18.2M 2.48%
93,956
+359
11
$18.1M 2.48%
52,643
+506
12
$17.7M 2.42%
97,410
-8,150
13
$17.3M 2.36%
76,245
+484
14
$16.9M 2.31%
21,454
+236
15
$16.7M 2.28%
106,532
+786
16
$16.6M 2.26%
54,612
+3,563
17
$16.4M 2.24%
162,148
-224
18
$16.4M 2.24%
132,603
-6,530
19
$16.4M 2.24%
35,097
+27
20
$15.6M 2.13%
170,721
+1,095
21
$15M 2.05%
34,047
+86
22
$14.1M 1.93%
136,061
+8,451
23
$13.8M 1.88%
191,087
+8,648
24
$13.3M 1.82%
188,428
+27,990
25
$12.9M 1.76%
121,192
+7,222
1
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