AIM

Allen Investment Management Portfolio holdings

AUM $8.57B
This Quarter Return
-1.64%
1 Year Return
+11.75%
3 Year Return
+44.31%
5 Year Return
+193.21%
10 Year Return
+400.92%
AUM
$8.57B
AUM Growth
-$87.7M
Cap. Flow
+$182M
Cap. Flow %
2.13%
Top 10 Hldgs %
59.03%
Holding
206
New
7
Increased
47
Reduced
35
Closed
7

Sector Composition

1Financials34.97%
2Technology20.49%
3Consumer Discretionary11.8%
4Communication Services9.89%
5Healthcare6.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.36M0.02% 7,743
$1.35M0.02% 29,357
$1.3M0.02% 6,500
$1.3M0.02% 10,894
+611
+6%
+$72.7K
$1.29M0.02% 4,562
$1.27M0.01% 4,689
$1.19M0.01% 32,901
$1.18M0.01% 26,163
-4,537
-15%
-$205K
$1.16M0.01% 12,901
$1.12M0.01% 3,242
$1.12M0.01%
+23,902
New
+$1.12M
$1.07M0.01% 16,000
$1.03M0.01% 8,117
$984K0.01% 4,250
$941K0.01% 1,386
$902K0.01% 6,449
$802K0.01% 7,640
$767K0.01% 5,464
$765K0.01% 6,666
$751K0.01% 3,750
$701K0.01% 22,479
$697K0.01% 5,268
$648K0.01% 18,987
$639K0.01% 5,439
$638K0.01% 21,781