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
$7.43B
AUM Growth
+$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$130M
3
+$127M
4
COIN icon
Coinbase
COIN
+$119M
5
META icon
Meta Platforms (Facebook)
META
+$80.8M

Top Sells

1
+$319M
2
+$87.2M
3
+$38.7M
4
SHW icon
Sherwin-Williams
SHW
+$26.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.2M

Sector Composition

1 Communication Services 25.8%
2 Consumer Discretionary 22.73%
3 Financials 17.55%
4 Technology 10.59%
5 Healthcare 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.64M 0.06%
61,924
77
$4.51M 0.06%
230,289
+4,813
78
$4.19M 0.06%
10
79
$3.88M 0.05%
39,253
80
$3.64M 0.05%
9,240
+1,349
81
$3.63M 0.05%
22,479
82
$3.55M 0.05%
230,375
+7,053
83
$3.44M 0.05%
43,129
84
$3.42M 0.05%
43,381
85
$2.64M 0.04%
100,049
-116,208
86
$2.59M 0.03%
49,917
87
$2.51M 0.03%
15,835
88
$2.49M 0.03%
37,141
-40
89
$2.4M 0.03%
58,177
-11,089
90
$2.2M 0.03%
32,858
91
$2.01M 0.03%
7,660
92
$1.98M 0.03%
+40,366
93
$1.97M 0.03%
10,530
94
$1.96M 0.03%
16,787
95
$1.93M 0.03%
11,631
96
$1.91M 0.03%
30,840
97
$1.85M 0.03%
16,417
98
$1.83M 0.02%
14,194
-5,300
99
$1.83M 0.02%
20,361
-561
100
$1.61M 0.02%
10,351
2 3
4
5 6