AIM

Allen Investment Management Portfolio holdings

AUM $9.17B
1-Year Est. Return 26.06%
This Quarter Est. Return
1 Year Est. Return
+26.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$48.4M
2 +$30.1M
3 +$19.8M
4
CVS icon
CVS Health
CVS
+$17.6M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$9.41M

Top Sells

1 +$19.5M
2 +$16.1M
3 +$15.1M
4
MCK icon
McKesson
MCK
+$11.7M
5
SCHW icon
Charles Schwab
SCHW
+$5.01M

Sector Composition

1 Communication Services 17.87%
2 Healthcare 17.7%
3 Financials 13.58%
4 Consumer Discretionary 8.94%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-13,329
227
-26,426
228
-6,554
229
-4,137
230
-24,599
231
-31,862