AIM

Allen Investment Management Portfolio holdings

AUM $9.03B
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$27.3M
3
+$20.6M
4
COR icon
Cencora
COR
+$20M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$15.9M

Top Sells

1
+$76.3M
2
+$46.9M
3
+$23.7M
4
ORCL icon
Oracle
ORCL
+$19.3M
5
SLB icon
SLB Ltd
SLB
+$15.2M

Sector Composition

1 Communication Services 19.16%
2 Healthcare 16.21%
3 Financials 11.97%
4 Consumer Discretionary 11.3%
5 Technology 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-7,649
237
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-12,070
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