AIM

Allen Investment Management Portfolio holdings

AUM $8.09B
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$43.6M
3
+$32.6M
4
RBLX icon
Roblox
RBLX
+$30.7M
5
AMD icon
Advanced Micro Devices
AMD
+$29.4M

Top Sells

1
+$182M
2
+$176M
3
+$173M
4
UNH icon
UnitedHealth
UNH
+$74.1M
5
SPGI icon
S&P Global
SPGI
+$62.4M

Sector Composition

1 Financials 28.51%
2 Technology 23.19%
3 Consumer Discretionary 10.1%
4 Communication Services 9.86%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.12M 0.05%
38,250
102
$3.68M 0.04%
39,387
+1,006
103
$3.63M 0.04%
10,530
104
$3.57M 0.04%
145,975
105
$3.55M 0.04%
61,636
106
$3.2M 0.04%
70,079
107
$3.11M 0.03%
12,588
108
$3.09M 0.03%
15,188
109
$2.99M 0.03%
31,000
110
$2.78M 0.03%
52,101
111
$2.66M 0.03%
32,365
112
$2.41M 0.03%
2,525
113
$2.36M 0.03%
8,513
-1,885
114
$2.14M 0.02%
32,989
115
$2.02M 0.02%
28,293
116
$1.92M 0.02%
11,150
117
$1.89M 0.02%
20,000
118
$1.87M 0.02%
8,060
119
$1.81M 0.02%
6,449
120
$1.65M 0.02%
6,973
-36
121
$1.63M 0.02%
+19,440
122
$1.57M 0.02%
6,500
123
$1.56M 0.02%
7,887
124
$1.56M 0.02%
4,689
125
$1.55M 0.02%
11,600
3 4
5
6 7