AIMC

Alley Investment Management Company Portfolio holdings

AUM $821M
1-Year Est. Return 11.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$861M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$6.45M
3
+$4.18M
4
CME icon
CME Group
CME
+$3.68M
5
ETN icon
Eaton
ETN
+$2.42M

Top Sells

1
+$17M
2
+$9.25M
3
+$2.82M
4
AAPL icon
Apple
AAPL
+$2.54M
5
KVUE icon
Kenvue
KVUE
+$2.52M

Sector Composition

1 Financials 20.43%
2 Technology 17.3%
3 Industrials 10.17%
4 Healthcare 10.05%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.6M 4.36%
119,078
-9,492
2
$32.1M 3.73%
62,036
+632
3
$31.6M 3.67%
124,043
-11,258
4
$28.5M 3.3%
117,049
+19,949
5
$28.2M 3.28%
173,917
+12,594
6
$27.6M 3.2%
119,092
+1,373
7
$25.5M 2.96%
51,971
-1,268
8
$24.4M 2.83%
20,930
-954
9
$22.2M 2.58%
54,812
+658
10
$22M 2.55%
197,375
+2,137
11
$20.9M 2.43%
165,264
+3,784
12
$20.5M 2.38%
86,849
+8,474
13
$20.4M 2.36%
92,745
+132
14
$19.9M 2.32%
21,550
+57
15
$19.8M 2.3%
127,758
+12,655
16
$19.7M 2.29%
105,634
+336
17
$19.4M 2.25%
144,867
+2,187
18
$19.4M 2.25%
62,558
+1,048
19
$19.2M 2.23%
362,691
+533
20
$17.8M 2.07%
31,371
-47
21
$17.4M 2.02%
34,793
+3,464
22
$14.5M 1.69%
195,604
+641
23
$13.9M 1.62%
130,984
+2,027
24
$13.2M 1.54%
19,388
+81
25
$13.2M 1.53%
155,716
+1,995
1
2 3 4