AIM
Allen Investment Management Portfolio holdings
AUM
$9.17B
This Quarter Return
+19.37%
1 Year Return
+26.06%
3 Year Return
+97.46%
5 Year Return
+146.63%
10 Year Return
+482.84%
AUM
$3.19B
AUM Growth
+$3.19B
(+29%)
Cap. Flow
+$256M
Cap. Flow
% of AUM
8.03%
Top 10 Holdings %
Top 10 Hldgs %
49.48%
Holding
198
New
39
Increased
67
Reduced
39
Closed
7
Top Buys
| 1 |
Amazon
AMZN
|
$106M |
| 2 |
UnitedHealth
UNH
|
$87.9M |
| 3 |
Meta Platforms (Facebook)
META
|
$31.4M |
| 4 |
Booking.com
BKNG
|
$23M |
| 5 |
Comcast
CMCSA
|
$21.8M |
Top Sells
| 1 |
Equinix
EQIX
|
$33.1M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$31.9M |
| 3 |
Cencora
COR
|
$28.2M |
| 4 |
Sherwin-Williams
SHW
|
$21.3M |
| 5 |
Alerian MLP ETF
AMLP
|
$19.8M |
Sector Composition
| 1 | Consumer Discretionary | 23.12% |
| 2 | Communication Services | 21.11% |
| 3 | Technology | 10.41% |
| 4 | Healthcare | 10.38% |
| 5 | Consumer Staples | 7.87% |
