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
$6.79B
AUM Growth
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$339M
2
+$117M
3
+$34.4M
4
MCO icon
Moody's
MCO
+$20.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$15.9M

Top Sells

1
+$54.7M
2
+$50.3M
3
+$37.4M
4
CMCSA icon
Comcast
CMCSA
+$24.4M
5
MSFT icon
Microsoft
MSFT
+$20.5M

Sector Composition

1 Financials 24.97%
2 Technology 18.85%
3 Communication Services 13.13%
4 Consumer Discretionary 11.1%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.6M 0.19%
154,886
52
$12.3M 0.18%
310,038
+3,669
53
$11.5M 0.17%
23,432
+246
54
$11.4M 0.17%
24,969
+20,436
55
$11.2M 0.17%
78,507
56
$10.9M 0.16%
113,541
57
$10.8M 0.16%
71,103
58
$10.7M 0.16%
165,010
+15,900
59
$10.6M 0.16%
140,599
60
$10.1M 0.15%
193,464
61
$9.8M 0.14%
521,729
+278,735
62
$9.56M 0.14%
46,732
-916
63
$9.11M 0.13%
24,650
64
$9M 0.13%
35,383
65
$8.63M 0.13%
639,059
+396,384
66
$8.05M 0.12%
40,725
+30,607
67
$7.89M 0.12%
159,990
-43,687
68
$7.58M 0.11%
51,629
+36,861
69
$7.31M 0.11%
33,954
70
$7.05M 0.1%
117,065
-71
71
$6.92M 0.1%
25,154
-182,608
72
$6.85M 0.1%
93,947
-110
73
$6.72M 0.1%
40,063
+29,283
74
$6.4M 0.09%
153,946
-587,479
75
$6.39M 0.09%
86,143
-504,639
1 2
3
4 5