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AIM
Allen Investment Management Portfolio holdings
AUM
$8.09B
1-Year Est. Return
16.78%
This Fund
S&P 500
1 Year Est. Return
+16.78%
AUM
$8.09B
AUM Growth
-$937M
(-10%)
Holding
229
Top Buys
| 1 | +$54.9M | |
| 2 | +$51.2M | |
| 3 | +$42.7M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$28.8M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$26.9M |
Top Sells
| 1 | +$42M | |
| 2 | +$37.4M | |
| 3 | +$36.2M | |
| 4 |
Microsoft
MSFT
|
+$34.7M |
| 5 |
Snowflake
SNOW
|
+$34.2M |
Sector Composition
| 1 | Financials | 25.64% |
| 2 | Technology | 16.69% |
| 3 | Communication Services | 9.67% |
| 4 | Consumer Discretionary | 9.34% |
| 5 | Industrials | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Fair Isaac
FICO
$26.4B
| – | – |
-178
|
|
||
227
Markel Group
MKL
$23.8B
| – | – |
-262
|
|
||
228
Rubrik
RBRK
$15.3B
| – | – |
-2,680
|
|
||
|
TEM
229
Tempus AI
TEM
$9.33B
| – | – |
-4,663
|
|