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
$5.79B
AUM Growth
-$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$56.2M
3
+$41.7M
4
CP icon
Canadian Pacific Kansas City
CP
+$38.3M
5
SPGI icon
S&P Global
SPGI
+$33.9M

Top Sells

1
+$162M
2
+$84M
3
+$31.2M
4
SLB icon
SLB Ltd
SLB
+$26M
5
LOW icon
Lowe's Companies
LOW
+$20.4M

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
– –
-37,395
227
– –
-6,132
228
– –
-14,161
229
– –
-44,989
6 7 8 9
10