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
$5.79B
AUM Growth
-$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$48.4M
3
+$36.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$33.8M
5
SPGI icon
S&P Global
SPGI
+$28.9M

Top Sells

1
+$136M
2
+$71.3M
3
+$31.2M
4
SLB icon
SLB Limited
SLB
+$25.7M
5
LOW icon
Lowe's Companies
LOW
+$19.7M

Sector Composition

1 Financials 20.73%
2 Consumer Discretionary 16.77%
3 Technology 14.98%
4 Communication Services 14.4%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.86M 0.17%
282,780
+165,435
52
$9.47M 0.16%
99,412
-8,675
53
$9.38M 0.16%
34,012
54
$9.34M 0.16%
11,278
-188
55
$8.95M 0.15%
70,864
56
$8.43M 0.15%
194,970
+534
57
$7.77M 0.13%
99,786
+7,945
58
$7.49M 0.13%
18,022
-116
59
$7.39M 0.13%
48,526
-281
60
$7.33M 0.13%
35,383
+20,051
61
$7.2M 0.12%
33,954
62
$6.84M 0.12%
563,840
-12,280
63
$6.76M 0.12%
231,520
-35,020
64
$6.62M 0.11%
24,777
65
$6.56M 0.11%
117,136
-3,200
66
$6.45M 0.11%
80,621
67
$6.04M 0.1%
21,948
-283
68
$5.99M 0.1%
41,651
-669
69
$5.85M 0.1%
78,609
+19,438
70
$5.46M 0.09%
62,587
+24,670
71
$5.18M 0.09%
94,415
72
$4.67M 0.08%
14,229
-246
73
$4.64M 0.08%
20,092
74
$4.55M 0.08%
171,657
-1,055
75
$4.07M 0.07%
10
1 2
3
4 5