AIM

Allen Investment Management Portfolio holdings

AUM $9B
1-Year Est. Return 27.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.79B
AUM Growth
-$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$48.4M
3
+$36.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$33.8M
5
SPGI icon
S&P Global
SPGI
+$28.9M

Top Sells

1
+$136M
2
+$71.3M
3
+$31.2M
4
SLB icon
SLB Ltd
SLB
+$25.7M
5
LOW icon
Lowe's Companies
LOW
+$19.7M

Sector Composition

1 Financials 20.78%
2 Consumer Discretionary 16.77%
3 Technology 14.92%
4 Communication Services 14.4%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-4,525
227
– –
-3,627
228
– –
-37,395
229
– –
-6,132
6 7 8 9
10