AIM
Allen Investment Management Portfolio holdings
AUM
$9.03B
1-Year Est. Return
22.39%
This Fund
S&P 500
1 Year Est. Return
+22.39%
AUM
$9.03B
AUM Growth
+$21.6M
(+0.24%)
Holding
233
Top Buys
| 1 | +$74.5M | |
| 2 | +$45.3M | |
| 3 | +$37.8M | |
| 4 |
Sea Limited
SE
|
+$22.8M |
| 5 |
ServiceNow
NOW
|
+$22.1M |
Top Sells
| 1 | +$127M | |
| 2 | +$38.6M | |
| 3 | +$30.3M | |
| 4 |
Microsoft
MSFT
|
+$28.4M |
| 5 |
Duolingo
DUOL
|
+$25.2M |
Sector Composition
| 1 | Financials | 28.19% |
| 2 | Technology | 19.78% |
| 3 | Consumer Discretionary | 10.08% |
| 4 | Communication Services | 9.91% |
| 5 | Industrials | 5.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Wabtec
WAB
$45B
| – | – |
-3,168
|
|
||
227
Braze
BRZE
$2.33B
| – | – |
-17,154
|
|
||
228
Copart
CPRT
$36.9B
| – | – |
-4,808
|
|
||
229
Cintas
CTAS
$80.4B
| – | – |
-1,000
|
|
||
230
Datadog
DDOG
$39.5B
| – | – |
-3,459
|
|
||
231
Walt Disney
DIS
$188B
| – | – |
-1,773
|
|
||
|
232
Duolingo
DUOL
$4.67B
| – | – |
-78,421
|
|
||
233
HubSpot
HUBS
$14B
| – | – |
-64,727
|
|