AIM
Allen Investment Management Portfolio holdings
AUM
$9.17B
1-Year Return
26.06%
This Quarter Return
+1.97%
1 Year Return
+26.06%
3 Year Return
+97.46%
5 Year Return
+146.63%
10 Year Return
+482.84%
AUM
$2.4B
AUM Growth
+$162M
(+7.2%)
Cap. Flow
+$148M
Cap. Flow
% of AUM
6.17%
Top 10 Holdings %
Top 10 Hldgs %
48.81%
Holding
186
New
17
Increased
58
Reduced
41
Closed
20
Top Buys
| 1 |
Advance Auto Parts
AAP
|
$61.6M |
| 2 |
Sysco
SYY
|
$38.7M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$29.9M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12.3M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$10.3M |
Top Sells
| 1 |
Cencora
COR
|
$37.1M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$12.2M |
| 3 |
ServiceNow
NOW
|
$10.4M |
| 4 |
MON
Monsanto Co
MON
|
$9.08M |
| 5 |
Moody's
MCO
|
$7.5M |
Sector Composition
| 1 | Communication Services | 17.46% |
| 2 | Consumer Discretionary | 14.95% |
| 3 | Healthcare | 12.55% |
| 4 | Technology | 10.19% |
| 5 | Financials | 10.04% |
