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
$7.97B
AUM Growth
+$667M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$36.6M
3
+$34.6M
4
MA icon
Mastercard
MA
+$30.8M
5
AAPL icon
Apple
AAPL
+$28.5M

Top Sells

1
+$96.8M
2
+$35.5M
3
+$25.9M
4
COIN icon
Coinbase
COIN
+$23.8M
5
FIS icon
Fidelity National Information Services
FIS
+$21.9M

Sector Composition

1 Communication Services 23.71%
2 Consumer Discretionary 19.78%
3 Financials 17.1%
4 Technology 13.72%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$69.4M 0.87%
146,109
+72,893
27
$66M 0.83%
124,678
-3,304
28
$59.7M 0.75%
336,251
+160,748
29
$52.6M 0.66%
489,814
30
$50.8M 0.64%
799,200
-25,991
31
$37.1M 0.47%
103,311
+85,788
32
$35.2M 0.44%
104,010
+14,664
33
$30.1M 0.38%
276,203
-200,245
34
$30.1M 0.38%
370,252
+117,758
35
$29.6M 0.37%
172,881
+10,000
36
$28.9M 0.36%
179,787
37
$26.4M 0.33%
372,425
+22,325
38
$25.7M 0.32%
195,490
39
$25.4M 0.32%
775,660
+900
40
$24.8M 0.31%
170,920
+16,140
41
$24.4M 0.31%
83,642
42
$24M 0.3%
151,653
+141,302
43
$23.2M 0.29%
144,021
44
$17.9M 0.22%
59,940
+8,800
45
$17.7M 0.22%
410,111
-6,484
46
$17.3M 0.22%
125,360
+5,660
47
$17.1M 0.21%
580,200
+12,110
48
$16.3M 0.2%
+162,088
49
$15.9M 0.2%
11,809
+416
50
$15.4M 0.19%
58,504
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