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
51
$15.3M 0.19%
56,069
+1,659
52
$15M 0.19%
18,839
+519
53
$14.5M 0.18%
38,002
+1,070
54
$14.4M 0.18%
+22,662
55
$14.3M 0.18%
34,372
+30,000
56
$13.5M 0.17%
129,630
+124,900
57
$13.2M 0.17%
125,173
+7,152
58
$12.9M 0.16%
22,709
+806
59
$11.6M 0.15%
70,864
+4,875
60
$11.4M 0.14%
18,867
+700
61
$11.3M 0.14%
44,497
+1,565
62
$11.2M 0.14%
69,484
+2,296
63
$11M 0.14%
58,262
+2,479
64
$10.6M 0.13%
26,642
+1,992
65
$10.5M 0.13%
217,266
+27,687
66
$9.78M 0.12%
82,368
-814,721
67
$9.21M 0.12%
146,677
-6,556
68
$9.12M 0.11%
112,860
+1,108
69
$8.97M 0.11%
78,671
70
$8.85M 0.11%
23,920
+1,328
71
$8.82M 0.11%
52,940
-87
72
$8.54M 0.11%
469,132
+369,083
73
$8.46M 0.11%
38,618
74
$8.16M 0.1%
75,962
75
$7.24M 0.09%
172,631
+341
1 2
3
4 5