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
101
$1.6M 0.02%
6,985
102
$1.55M 0.02%
59,020
103
$1.44M 0.02%
40,391
104
$1.43M 0.02%
11,314
-5,690
105
$1.36M 0.02%
11,711
106
$1.29M 0.02%
4,418
107
$1.23M 0.02%
4,807
108
$1.18M 0.02%
6,028
109
$1.17M 0.02%
7,743
110
$1.07M 0.01%
3,372
+64
111
$1.05M 0.01%
4,527
+270
112
$1.02M 0.01%
16,000
113
$971K 0.01%
15,313
+39
114
$938K 0.01%
19,670
-9,350
115
$933K 0.01%
8,282
116
$853K 0.01%
7,101
117
$823K 0.01%
1,610
118
$789K 0.01%
50,953
119
$743K 0.01%
4,225
120
$725K 0.01%
2,671
121
$681K 0.01%
12,127
122
$665K 0.01%
16,970
123
$663K 0.01%
5,000
124
$656K 0.01%
750
-530
125
$644K 0.01%
5,693
-135
3 4
5
6 7