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
$797M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$7.22M
3
+$6.14M
4
MS icon
Morgan Stanley
MS
+$3.12M
5
NVDA icon
NVIDIA
NVDA
+$3.09M

Top Sells

1
+$7.81M
2
+$7.8M
3
+$5.27M
4
MRK icon
Merck
MRK
+$4.82M
5
DFS
Discover Financial Services
DFS
+$3.27M

Sector Composition

1 Financials 20.26%
2 Technology 17.38%
3 Healthcare 11.19%
4 Industrials 9.16%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 3.99%
129,510
+264
2
$30M 3.76%
135,005
+544
3
$27.3M 3.43%
56,474
+86
4
$25.8M 3.24%
162,687
-322
5
$25M 3.14%
162,008
+649
6
$24.4M 3.06%
116,563
-1,235
7
$23.2M 2.91%
61,721
+225
8
$22.2M 2.79%
204,320
+5,827
9
$21M 2.64%
60,954
+974
10
$20.7M 2.59%
21,841
+85
11
$20.4M 2.56%
21,557
-1,187
12
$19.9M 2.49%
379,630
+1,092
13
$19.8M 2.48%
53,903
+264
14
$18.9M 2.37%
113,014
+515
15
$18.9M 2.37%
142,455
+128
16
$18.5M 2.33%
33,842
+41
17
$18.5M 2.32%
78,308
+113
18
$17.8M 2.23%
93,327
+445
19
$17.7M 2.22%
56,706
+541
20
$15.1M 1.9%
97,959
+347
21
$15M 1.89%
204,614
+1,634
22
$14.7M 1.85%
150,210
+3,149
23
$14M 1.76%
31,376
-84
24
$14M 1.75%
196,816
+1,077
25
$13.7M 1.71%
129,654
-2,547
1
2 3 4