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
$8.23B
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$64.1M
3
+$52.9M
4
MCO icon
Moody's
MCO
+$45.7M
5
V icon
Visa
V
+$42.8M

Top Sells

1
+$88.2M
2
+$71.6M
3
+$63.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$53.8M
5
LOW icon
Lowe's Companies
LOW
+$44.2M

Sector Composition

1 Financials 29.29%
2 Technology 22.96%
3 Consumer Discretionary 11.38%
4 Healthcare 11.21%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.1M 0.24%
110,473
-5,999
52
$18.1M 0.22%
226,108
+1,696
53
$16.8M 0.2%
78,122
+523
54
$16.4M 0.2%
78,507
55
$16.4M 0.2%
282,331
+2,163
56
$16.1M 0.2%
206,115
-61,350
57
$16.1M 0.2%
243,140
+7,710
58
$16M 0.19%
251,084
-304
59
$15.3M 0.19%
718,153
+101,174
60
$13.1M 0.16%
1,016,793
+834,158
61
$13.1M 0.16%
193,464
-147
62
$12.8M 0.16%
113,293
63
$12.6M 0.15%
111,999
-1,542
64
$12.2M 0.15%
+139,284
65
$11.8M 0.14%
129,635
+1,000
66
$11.7M 0.14%
70,704
67
$11.7M 0.14%
63,693
+5,668
68
$10.9M 0.13%
35,383
69
$9.85M 0.12%
33,954
70
$9.76M 0.12%
17,569
-16,952
71
$9.25M 0.11%
78,318
72
$9.17M 0.11%
25,154
73
$8.35M 0.1%
196,138
-92,400
74
$8.13M 0.1%
32,000
-1,396
75
$7.86M 0.1%
43,042
1 2
3
4 5