AIM

Allen Investment Management Portfolio holdings

AUM $8.09B
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$43.6M
3
+$32.6M
4
RBLX icon
Roblox
RBLX
+$30.7M
5
AMD icon
Advanced Micro Devices
AMD
+$29.4M

Top Sells

1
+$182M
2
+$176M
3
+$173M
4
UNH icon
UnitedHealth
UNH
+$74.1M
5
SPGI icon
S&P Global
SPGI
+$62.4M

Sector Composition

1 Financials 28.51%
2 Technology 23.19%
3 Consumer Discretionary 10.1%
4 Communication Services 9.86%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.7M 0.36%
46,864
+46,594
52
$32.1M 0.36%
247,375
+154,009
53
$32M 0.36%
387,827
-8,933
54
$31.2M 0.35%
622,910
-7,123
55
$30.5M 0.34%
83,454
56
$30.3M 0.34%
253,030
-70
57
$30.3M 0.34%
64,727
+9,972
58
$29.8M 0.33%
184,262
+182,066
59
$29.8M 0.33%
340,959
60
$25.2M 0.28%
78,421
61
$23.9M 0.27%
282,034
-1,961,978
62
$21.8M 0.24%
117,517
-14,025
63
$21.6M 0.24%
156,494
+6,032
64
$20.3M 0.23%
107,230
+10,844
65
$19.6M 0.22%
34,468
-4,408
66
$18.9M 0.21%
77,742
+81
67
$18.6M 0.21%
715,367
+152,533
68
$17.5M 0.19%
72,588
-132,427
69
$17.2M 0.19%
94,170
-18,273
70
$16.8M 0.19%
163,464
71
$16.6M 0.18%
281,813
72
$15.8M 0.18%
238,000
73
$14M 0.16%
64,848
+15,563
74
$13.4M 0.15%
35,325
75
$13.3M 0.15%
32,000
1 2
3
4 5