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
$8.23B
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$64.1M
3
+$52.9M
4
MCO icon
Moody's
MCO
+$45.7M
5
V icon
Visa
V
+$42.8M

Top Sells

1
+$88.2M
2
+$71.6M
3
+$63.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$53.8M
5
LOW icon
Lowe's Companies
LOW
+$44.2M

Sector Composition

1 Financials 29.29%
2 Technology 22.96%
3 Consumer Discretionary 11.38%
4 Healthcare 11.21%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.47M 0.04%
34,912
+63
102
$3.17M 0.04%
29,195
103
$2.99M 0.04%
24,678
104
$2.95M 0.04%
23,857
105
$2.83M 0.03%
5,221
106
$2.75M 0.03%
+85,563
107
$2.69M 0.03%
38,250
108
$2.69M 0.03%
972,165
109
$2.65M 0.03%
15,188
110
$2.59M 0.03%
15,000
111
$2.57M 0.03%
35,705
-15,132
112
$2.54M 0.03%
10,530
113
$2.51M 0.03%
31,000
114
$2.46M 0.03%
10,398
115
$2.36M 0.03%
20,000
116
$2.28M 0.03%
38,618
117
$2.26M 0.03%
41,265
-20,328
118
$1.94M 0.02%
46,719
119
$1.89M 0.02%
4,176
120
$1.81M 0.02%
2,799
121
$1.76M 0.02%
22,894
+2,435
122
$1.6M 0.02%
27,227
+102
123
$1.59M 0.02%
5,083
124
$1.5M 0.02%
7,011
-64
125
$1.49M 0.02%
14,301
+2,606
3 4
5
6 7