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
$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 Limited
SLB
+$25.7M
5
LOW icon
Lowe's Companies
LOW
+$19.7M

Sector Composition

1 Financials 20.73%
2 Consumer Discretionary 16.77%
3 Technology 14.98%
4 Communication Services 14.4%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-19,427
227
-14,161
228
-1,828
229
-441,197