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
$8.23B
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$85.2M
2 +$64.1M
3 +$52.9M
4
MCO icon
Moody's
MCO
+$45.7M
5
V icon
Visa
V
+$42.8M

Top Sells

1 +$88.2M
2 +$71.6M
3 +$63.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$53.8M
5
LOW icon
Lowe's Companies
LOW
+$44.2M

Sector Composition

1 Financials 29.29%
2 Technology 22.96%
3 Consumer Discretionary 11.38%
4 Healthcare 11.21%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,696
227
-10,020