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
$791M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$2.2M
3
+$711K
4
CVX icon
Chevron
CVX
+$647K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$606K

Top Sells

1
+$5.49M
2
+$1.71M
3
+$1.14M
4
ENV
ENVESTNET, INC.
ENV
+$751K
5
XOM icon
Exxon Mobil
XOM
+$211K

Sector Composition

1 Financials 20.02%
2 Technology 19.21%
3 Healthcare 11.99%
4 Consumer Staples 7.55%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.7M 4.26%
134,461
+1,363
2
$31M 3.92%
129,246
+1,290
3
$30M 3.8%
56,388
+507
4
$25.9M 3.28%
61,496
+1,023
5
$22.6M 2.86%
161,359
+3,143
6
$22.3M 2.82%
21,756
+332
7
$21.2M 2.68%
198,493
+1,505
8
$20.9M 2.65%
117,798
+2,951
9
$20.9M 2.64%
53,639
+1,060
10
$20.8M 2.64%
22,744
-43
11
$20.4M 2.58%
92,882
-585
12
$19.8M 2.5%
56,165
+1,199
13
$19.6M 2.48%
163,009
+1,908
14
$19.6M 2.48%
378,538
+1,407
15
$18.5M 2.34%
97,612
+169
16
$17.8M 2.26%
78,195
+1,544
17
$17.8M 2.25%
33,801
-38
18
$17M 2.15%
59,980
+1,168
19
$16.3M 2.06%
112,499
+4,467
20
$16.1M 2.04%
142,327
+4,046
21
$15.3M 1.93%
31,460
-3,515
22
$14.6M 1.85%
202,980
+2,701
23
$14.1M 1.78%
132,201
+5,686
24
$14M 1.78%
195,739
+5,182
25
$13.6M 1.72%
78,615
+1,234
1
2 3 4