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
$8.42B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$24.9M
3
+$20.4M
4
NU icon
Nu Holdings
NU
+$14.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14M

Top Sells

1
+$133M
2
+$70.5M
3
+$61.1M
4
CP icon
Canadian Pacific Kansas City
CP
+$24.6M
5
V icon
Visa
V
+$21.9M

Sector Composition

1 Financials 29.05%
2 Technology 21.44%
3 Healthcare 11.93%
4 Consumer Discretionary 11.7%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.59M 0.11%
37,622
77
$9.54M 0.11%
32,000
78
$9.44M 0.11%
25,154
79
$8.52M 0.1%
43,042
80
$7.95M 0.09%
213,818
-18,272
81
$7.74M 0.09%
257,827
82
$7.32M 0.09%
62,583
83
$6.92M 0.08%
93,947
84
$6.91M 0.08%
10
85
$6.9M 0.08%
235,672
+58,715
86
$6.57M 0.08%
161,044
87
$6.19M 0.07%
204,584
88
$5.96M 0.07%
19,564
89
$5.95M 0.07%
38,882
+15,025
90
$5.76M 0.07%
972,165
91
$5.75M 0.07%
6,488
92
$4.85M 0.06%
44,098
93
$4.14M 0.05%
36,424
94
$3.87M 0.05%
30,538
95
$3.83M 0.05%
49,077
-37,008
96
$3.67M 0.04%
+28,101
97
$3.49M 0.04%
85,563
98
$3.43M 0.04%
29,195
99
$3.36M 0.04%
34,912
100
$3.32M 0.04%
15,000
2 3
4
5 6