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

Top Buys

1
+$63.1M
2
+$39.2M
3
+$26.6M
4
MCO icon
Moody's
MCO
+$25.1M
5
SNOW icon
Snowflake
SNOW
+$18.6M

Top Sells

1
+$108M
2
+$36.5M
3
+$27.8M
4
CRM icon
Salesforce
CRM
+$22.1M
5
ADI icon
Analog Devices
ADI
+$21.8M

Sector Composition

1 Financials 27.44%
2 Technology 19.67%
3 Communication Services 12.25%
4 Consumer Discretionary 10.64%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48M 0.64%
1,128,418
+31,487
27
$46.5M 0.62%
113,730
-21,803
28
$39.8M 0.53%
645,500
-50,000
29
$39.3M 0.53%
197,649
+93,512
30
$39.2M 0.52%
+768,013
31
$38.1M 0.51%
137,851
+2,187
32
$37M 0.49%
569,530
-7,446
33
$35.1M 0.47%
605,082
-6,015
34
$32.5M 0.43%
123,694
-84,147
35
$31.4M 0.42%
212,576
-23,000
36
$29.3M 0.39%
171,963
-2,775
37
$28.7M 0.38%
81,122
-103,126
38
$27.1M 0.36%
546,710
-53,260
39
$26.9M 0.36%
171,618
-1,389
40
$26M 0.35%
322,373
+77,284
41
$25M 0.33%
1,246,775
+192,088
42
$24.5M 0.33%
1,621,693
+250,675
43
$21.3M 0.29%
13,583
+497
44
$20.9M 0.28%
269,890
+175,279
45
$20.2M 0.27%
267,465
46
$20.1M 0.27%
285,215
47
$19.9M 0.27%
75,684
48
$17.8M 0.24%
78,507
49
$17.6M 0.24%
23,257
+2,741
50
$17.6M 0.23%
28,104
-2,820
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