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
$7.49B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$37.7M
3
+$23.8M
4
MCO icon
Moody's
MCO
+$22.3M
5
SNOW icon
Snowflake
SNOW
+$15.8M

Top Sells

1
+$104M
2
+$33.6M
3
+$25.7M
4
ADI icon
Analog Devices
ADI
+$19.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.3M

Sector Composition

1 Financials 27.55%
2 Technology 19.57%
3 Communication Services 12.25%
4 Consumer Discretionary 10.64%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-18,402
227
– –
-12,950
228
– –
-77,034
229
– –
-7,065
230
– –
-25,998
231
– –
-10,931
6 7 8 9
10