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
$7.49B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$39.2M
3
+$26.6M
4
MCO icon
Moody's
MCO
+$25.1M
5
SNOW icon
Snowflake
SNOW
+$18.6M

Top Sells

1
+$108M
2
+$36.5M
3
+$27.8M
4
CRM icon
Salesforce
CRM
+$22.1M
5
ADI icon
Analog Devices
ADI
+$21.8M

Sector Composition

1 Financials 27.44%
2 Technology 19.67%
3 Communication Services 12.25%
4 Consumer Discretionary 10.64%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.4M 0.22%
27,472
+2,210
52
$16.3M 0.22%
195,490
53
$16.3M 0.22%
200,225
+168,093
54
$16.3M 0.22%
116,472
-30,787
55
$16.1M 0.21%
275,528
56
$15.9M 0.21%
62,273
+2,346
57
$15.6M 0.21%
81,612
+2,859
58
$14.8M 0.2%
251,388
59
$14.5M 0.19%
185,775
+7,751
60
$13.9M 0.19%
33,943
+4,776
61
$11.7M 0.16%
113,293
-81,672
62
$11.6M 0.16%
288,538
-21,500
63
$11.6M 0.15%
113,541
64
$11.3M 0.15%
521,569
+180,809
65
$10.8M 0.14%
128,635
-5,275
66
$10.8M 0.14%
+174,656
67
$10.4M 0.14%
70,984
-119
68
$10.2M 0.14%
193,611
+147
69
$9.69M 0.13%
35,383
70
$8.89M 0.12%
37,394
-6,012
71
$8.85M 0.12%
45,961
+2,069
72
$8.82M 0.12%
33,954
73
$8.09M 0.11%
159,990
74
$7.91M 0.11%
161,044
-1,044
75
$7.63M 0.1%
25,154
1 2
3
4 5