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
101
$2.19M 0.03%
81,320
102
$2.18M 0.03%
96,443
+23,147
103
$2.01M 0.03%
15,000
104
$1.84M 0.03%
35,786
105
$1.74M 0.03%
77,034
106
$1.72M 0.03%
10,530
107
$1.63M 0.02%
6,520
108
$1.61M 0.02%
32,706
+5,144
109
$1.57M 0.02%
46,719
110
$1.56M 0.02%
5,400
111
$1.49M 0.02%
23,400
112
$1.42M 0.02%
6,848
-63
113
$1.37M 0.02%
16,005
114
$1.35M 0.02%
4,342
115
$1.34M 0.02%
4,167
116
$1.27M 0.02%
37,240
117
$1.26M 0.02%
11,600
118
$1.22M 0.02%
6,500
119
$1.2M 0.02%
5,810
120
$1.19M 0.02%
14,194
121
$1.14M 0.02%
7,743
122
$1.13M 0.02%
5,083
-40
123
$1.09M 0.02%
16,354
-23,978
124
$1.08M 0.02%
8,035
125
$1.07M 0.02%
10,000
3 4
5
6 7