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
$6.83B
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$259M
2 +$73.7M
3 +$44.2M
4
MSFT icon
Microsoft
MSFT
+$19.9M
5
GBDC icon
Golub Capital BDC
GBDC
+$10.4M

Top Sells

1 +$178M
2 +$112M
3 +$46.3M
4
ADI icon
Analog Devices
ADI
+$10.7M
5
UNP icon
Union Pacific
UNP
+$9.56M

Sector Composition

1 Financials 24.65%
2 Technology 18.31%
3 Communication Services 15.68%
4 Healthcare 10.94%
5 Consumer Discretionary 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-13,264