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
51
$12.7M 0.17%
53,130
52
$11.8M 0.16%
17,087
53
$11.2M 0.15%
110,585
+7,317
54
$10.9M 0.15%
39,549
+2,554
55
$10.4M 0.14%
22,618
56
$9.85M 0.13%
40,326
+434
57
$9.07M 0.12%
78,671
58
$8.82M 0.12%
34,339
59
$8.8M 0.12%
16,667
+87
60
$8.74M 0.12%
24,650
61
$8.72M 0.12%
185,499
-90,687
62
$8.63M 0.12%
63,989
63
$8.4M 0.11%
102,208
+5,746
64
$8.36M 0.11%
166,755
65
$8.17M 0.11%
75,749
66
$7.95M 0.11%
38,618
67
$7.06M 0.1%
42,506
-299
68
$6.4M 0.09%
17,523
+185
69
$6.39M 0.09%
33,954
70
$5.58M 0.08%
89,415
71
$5.19M 0.07%
53,411
72
$5.06M 0.07%
+99,465
73
$4.92M 0.07%
90,836
74
$4.87M 0.07%
243,440
+6,560
75
$4.69M 0.06%
94,583
1 2
3
4 5