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
$7.49B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$39.2M
3
+$26.6M
4
MCO icon
Moody's
MCO
+$25.1M
5
SNOW icon
Snowflake
SNOW
+$18.6M

Top Sells

1
+$108M
2
+$36.5M
3
+$27.8M
4
CRM icon
Salesforce
CRM
+$22.1M
5
ADI icon
Analog Devices
ADI
+$21.8M

Sector Composition

1 Financials 27.44%
2 Technology 19.67%
3 Communication Services 12.25%
4 Consumer Discretionary 10.64%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.33M 0.1%
43,042
+3,897
77
$7.3M 0.1%
78,318
+82
78
$6.8M 0.09%
93,947
79
$6.78M 0.09%
62,587
80
$6.67M 0.09%
152,188
-1,816
81
$6.3M 0.08%
86,108
+3
82
$6.09M 0.08%
204,584
83
$5.98M 0.08%
17,245
+12,903
84
$5.85M 0.08%
19,721
-298
85
$5.43M 0.07%
10
86
$5.11M 0.07%
65,969
-2,555
87
$5.1M 0.07%
296,780
-3,649
88
$4.99M 0.07%
78,855
-205,710
89
$4.27M 0.06%
38,260
-1,310
90
$4.25M 0.06%
972,165
+106,872
91
$4.07M 0.05%
44,098
92
$3.97M 0.05%
36,424
+6
93
$3.79M 0.05%
6,500
+12
94
$3.78M 0.05%
+15,376
95
$3.15M 0.04%
34,849
-1,785
96
$3.13M 0.04%
38,618
97
$3.12M 0.04%
23,857
98
$2.98M 0.04%
29,195
99
$2.89M 0.04%
24,681
100
$2.81M 0.04%
60,077
2 3
4
5 6