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

Top Buys

1 +$82M
2 +$60.6M
3 +$49M
4
V icon
Visa
V
+$44.7M
5
MCO icon
Moody's
MCO
+$43.2M

Top Sells

1 +$91.1M
2 +$73.2M
3 +$59.2M
4
CP icon
Canadian Pacific Kansas City
CP
+$55.6M
5
LOW icon
Lowe's Companies
LOW
+$45.7M

Sector Composition

1 Financials 29.35%
2 Technology 22.9%
3 Consumer Discretionary 11.38%
4 Healthcare 11.22%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,696
227
-10,020