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
$8.42B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$24.9M
3
+$20.4M
4
NU icon
Nu Holdings
NU
+$14.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14M

Top Sells

1
+$133M
2
+$70.5M
3
+$61.1M
4
CP icon
Canadian Pacific Kansas City
CP
+$24.6M
5
V icon
Visa
V
+$21.9M

Sector Composition

1 Financials 29.05%
2 Technology 21.44%
3 Healthcare 11.93%
4 Consumer Discretionary 11.7%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.94M 0.03%
38,250
102
$2.9M 0.03%
10,530
103
$2.88M 0.03%
15,188
104
$2.76M 0.03%
10,398
105
$2.73M 0.03%
31,000
106
$2.59M 0.03%
54,070
-1,474,123
107
$2.48M 0.03%
46,719
108
$2.41M 0.03%
52,562
-143,576
109
$2.34M 0.03%
20,000
110
$2.27M 0.03%
2,799
111
$2.24M 0.03%
4,310
-911
112
$2.18M 0.03%
20,574
-15,131
113
$2.14M 0.03%
38,618
114
$2.07M 0.02%
4,176
115
$1.93M 0.02%
16,963
+2,662
116
$1.84M 0.02%
14,130
117
$1.72M 0.02%
27,227
118
$1.64M 0.02%
5,083
119
$1.61M 0.02%
2,594
-33,760
120
$1.59M 0.02%
8,060
121
$1.58M 0.02%
35,786
122
$1.55M 0.02%
8,117
123
$1.53M 0.02%
23,400
124
$1.49M 0.02%
33,384
125
$1.48M 0.02%
7,743
3 4
5
6 7