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
101
$2.97M 0.04%
22,479
102
$2.89M 0.04%
43,440
+21,840
103
$2.86M 0.04%
30,840
104
$2.82M 0.04%
57,791
-386
105
$2.61M 0.03%
37,240
-5,889
106
$2.57M 0.03%
+31,000
107
$2.57M 0.03%
15,288
-547
108
$2.56M 0.03%
49,917
109
$2.48M 0.03%
+20,178
110
$2.47M 0.03%
73,296
+14,276
111
$2.32M 0.03%
+60,077
112
$2.23M 0.03%
10,530
113
$2.14M 0.03%
35,778
114
$2.06M 0.03%
16,787
115
$2M 0.03%
+15,000
116
$1.99M 0.02%
11,631
117
$1.95M 0.02%
12,351
+3,116
118
$1.85M 0.02%
14,194
119
$1.82M 0.02%
+105,979
120
$1.79M 0.02%
6,485
+5,600
121
$1.78M 0.02%
+100,000
122
$1.69M 0.02%
19,279
-1,082
123
$1.63M 0.02%
11,600
124
$1.61M 0.02%
22,500
125
$1.55M 0.02%
6,985
3 4
5
6 7