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
$7.97B
AUM Growth
+$667M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$36.6M
3
+$34.6M
4
MA icon
Mastercard
MA
+$30.8M
5
AAPL icon
Apple
AAPL
+$28.5M

Top Sells

1
+$96.8M
2
+$35.5M
3
+$25.9M
4
COIN icon
Coinbase
COIN
+$23.8M
5
FIS icon
Fidelity National Information Services
FIS
+$21.9M

Sector Composition

1 Communication Services 23.71%
2 Consumer Discretionary 19.78%
3 Financials 17.1%
4 Technology 13.72%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.13M 0.09%
120,336
+29,500
77
$7.08M 0.09%
33,954
78
$6.79M 0.09%
52,468
-943
79
$6.3M 0.08%
42,445
80
$6.26M 0.08%
94,415
+5,000
81
$5.69M 0.07%
+30,213
82
$5.65M 0.07%
36,500
+29,370
83
$5.56M 0.07%
99,465
84
$5.48M 0.07%
20,457
+15,000
85
$5.25M 0.07%
88,940
+71,970
86
$5.09M 0.06%
+3,000
87
$4.88M 0.06%
230,289
88
$4.65M 0.06%
94,583
89
$4.62M 0.06%
61,924
90
$4.57M 0.06%
+517,613
91
$4.51M 0.06%
10
92
$4.34M 0.05%
37,917
+21,500
93
$4.25M 0.05%
39,744
94
$4.03M 0.05%
9,240
95
$3.9M 0.05%
75,827
+63,700
96
$3.84M 0.05%
35,786
+18,995
97
$3.56M 0.04%
230,375
98
$3.41M 0.04%
43,381
99
$3.11M 0.04%
33,000
100
$2.99M 0.04%
39,038
+23,068
2 3
4
5 6