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
$7.43B
AUM Growth
+$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$130M
3
+$127M
4
COIN icon
Coinbase
COIN
+$119M
5
META icon
Meta Platforms (Facebook)
META
+$80.8M

Top Sells

1
+$319M
2
+$87.2M
3
+$38.7M
4
SHW icon
Sherwin-Williams
SHW
+$26.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.2M

Sector Composition

1 Communication Services 25.8%
2 Consumer Discretionary 22.73%
3 Financials 17.55%
4 Technology 10.59%
5 Healthcare 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$66.4M 0.89%
468,935
+29,831
27
$50.8M 0.68%
773,612
+49,704
28
$50.8M 0.68%
489,814
-96,869
29
$46.9M 0.63%
+193,782
30
$46.3M 0.62%
127,982
31
$35.4M 0.48%
82,756
+918
32
$29.5M 0.4%
175,452
+525
33
$28.7M 0.39%
416,595
34
$28.2M 0.38%
774,760
35
$27.2M 0.37%
165,000
-6,281
36
$25.1M 0.34%
342,185
+2,678
37
$25M 0.34%
144,021
38
$23.4M 0.32%
170,899
-740
39
$23.1M 0.31%
58,504
40
$20.7M 0.28%
195,490
41
$19.9M 0.27%
83,731
-44
42
$18.4M 0.25%
150,840
-100
43
$16.7M 0.22%
201,707
+93,572
44
$16.7M 0.22%
10,703
+10
45
$16.4M 0.22%
67,188
46
$16.3M 0.22%
55,783
+300
47
$16.1M 0.22%
104,044
-564,309
48
$15.4M 0.21%
105,700
+840
49
$13.9M 0.19%
50,040
50
$12.8M 0.17%
21,903
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