AIM

Allen Investment Management Portfolio holdings

AUM $9B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.96B
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$16M
3
+$12.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.47M
5
META icon
Meta Platforms (Facebook)
META
+$8.45M

Top Sells

1
+$298M
2
+$185M
3
+$34.9M
4
SYY icon
Sysco
SYY
+$17.3M
5
CHTR icon
Charter Communications
CHTR
+$17.2M

Sector Composition

1 Financials 23.13%
2 Technology 18.57%
3 Communication Services 14.09%
4 Consumer Discretionary 10.89%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.1M 0.2%
306,369
+23,589
52
$12.1M 0.2%
195,490
53
$11.2M 0.19%
78,507
54
$10.7M 0.18%
140,599
-1,993
55
$10.6M 0.18%
71,103
+239
56
$10.4M 0.17%
113,541
+13,755
57
$9.94M 0.17%
203,677
58
$9.59M 0.16%
47,648
-2,113
59
$9.51M 0.16%
193,464
60
$8.94M 0.15%
23,186
+1,307
61
$8.33M 0.14%
35,383
62
$7.91M 0.13%
24,650
-127
63
$7.75M 0.13%
33,954
64
$7.67M 0.13%
276,250
+38,740
65
$7.27M 0.12%
117,136
66
$7.19M 0.12%
70,414
-5,512
67
$7.15M 0.12%
149,110
+20,592
68
$6.56M 0.11%
94,057
+110
69
$6.54M 0.11%
32,723
-7,661
70
$6.06M 0.1%
204,584
-9,032
71
$6.05M 0.1%
62,587
72
$6.03M 0.1%
77,449
73
$6.03M 0.1%
+39,145
74
$5.6M 0.09%
20,019
75
$4.66M 0.08%
10
1 2
3
4 5