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
26
$53.2M 0.65%
78,825
+78,432
27
$53.2M 0.65%
120,581
-200,036
28
$37.1M 0.45%
1,778,492
+114,180
29
$36.4M 0.44%
162,869
+8,428
30
$36.4M 0.44%
72,160
-7,189
31
$36.1M 0.44%
212,478
-98
32
$35.3M 0.43%
2,246,793
+145,761
33
$35.3M 0.43%
34,507
+4,982
34
$34.3M 0.42%
169,431
-627
35
$34M 0.41%
645,500
36
$33.9M 0.41%
675,526
37
$32.1M 0.39%
19,503
+2,562
38
$31.7M 0.39%
234,947
39
$31.6M 0.38%
126,428
+12,698
40
$31.4M 0.38%
82,058
+4,744
41
$31.3M 0.38%
121,772
+28,995
42
$30.7M 0.37%
64,102
+4,078
43
$30.2M 0.37%
500,414
+16,880
44
$27M 0.33%
399,582
-30,675
45
$24.8M 0.3%
169,502
-1,800
46
$24.8M 0.3%
340,959
47
$23.9M 0.29%
36,354
+714
48
$22.6M 0.27%
75,889
+133
49
$21.1M 0.26%
254,947
+59,457
50
$20.9M 0.25%
269,890
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2
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