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
$6.79B
AUM Growth
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$339M
2
+$117M
3
+$34.4M
4
MCO icon
Moody's
MCO
+$20.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$15.9M

Top Sells

1
+$54.7M
2
+$50.3M
3
+$37.4M
4
CMCSA icon
Comcast
CMCSA
+$24.4M
5
MSFT icon
Microsoft
MSFT
+$20.5M

Sector Composition

1 Financials 24.97%
2 Technology 18.85%
3 Communication Services 13.13%
4 Consumer Discretionary 11.1%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.36M 0.09%
39,145
77
$6.3M 0.09%
+51,819
78
$6.24M 0.09%
62,587
79
$6.04M 0.09%
393,681
+34,994
80
$6.02M 0.09%
204,584
81
$5.97M 0.09%
20,019
82
$5.87M 0.09%
70,414
83
$5.18M 0.08%
656,892
84
$5.18M 0.08%
63,758
-13,691
85
$5.18M 0.08%
10
86
$4.19M 0.06%
36,338
87
$3.63M 0.05%
48,034
-2,510
88
$3.42M 0.05%
39,370
89
$3.27M 0.05%
36,634
-107
90
$3.27M 0.05%
38,618
91
$3.07M 0.05%
39,948
92
$2.99M 0.04%
6,378
93
$2.94M 0.04%
29,195
94
$2.8M 0.04%
24,681
95
$2.48M 0.04%
162,088
96
$2.42M 0.04%
20,000
97
$2.4M 0.04%
15,188
98
$2.37M 0.03%
60,077
99
$2.27M 0.03%
31,000
100
$2.22M 0.03%
23,857
-1,680
2 3
4
5 6