AMIM

Aull & Monroe Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$248K
2 +$226K
3 +$214K
4
BDX icon
Becton Dickinson
BDX
+$209K

Top Sells

1 +$617K
2 +$421K
3 +$344K
4
CSX icon
CSX Corp
CSX
+$300K
5
KMI icon
Kinder Morgan
KMI
+$285K

Sector Composition

1 Industrials 21.52%
2 Healthcare 12.34%
3 Financials 11.27%
4 Energy 10.67%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$226K 0.11%
+8,104
127
$219K 0.11%
20,352
-420
128
$214K 0.11%
+6,600
129
$210K 0.11%
1,906
130
$209K 0.11%
2,303
-324
131
$201K 0.1%
4,015
132
-3,098
133
-106
134
-1,925