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
101
$2.51M 0.03%
20,000
102
$2.51M 0.03%
15,188
103
$2.46M 0.03%
5,221
-16
104
$2.45M 0.03%
15,000
105
$2.41M 0.03%
31,000
106
$2.17M 0.03%
89,776
-6,667
107
$2.16M 0.03%
10,530
108
$2.14M 0.03%
10,398
109
$1.87M 0.03%
46,719
110
$1.86M 0.02%
3,247
111
$1.78M 0.02%
23,400
112
$1.61M 0.02%
4,176
-26
113
$1.56M 0.02%
20,204
+103
114
$1.54M 0.02%
35,786
115
$1.54M 0.02%
33,384
+483
116
$1.52M 0.02%
182,635
-474,257
117
$1.5M 0.02%
26,800
+223
118
$1.48M 0.02%
7,075
+227
119
$1.46M 0.02%
5,083
120
$1.31M 0.02%
+47,480
121
$1.3M 0.02%
6,500
122
$1.29M 0.02%
11,695
+50
123
$1.25M 0.02%
8,095
124
$1.24M 0.02%
11,150
125
$1.23M 0.02%
8,117
3 4
5
6 7