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
$7.97B
AUM Growth
+$667M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$36.6M
3
+$34.6M
4
MA icon
Mastercard
MA
+$30.8M
5
AAPL icon
Apple
AAPL
+$28.5M

Top Sells

1
+$96.8M
2
+$35.5M
3
+$25.9M
4
COIN icon
Coinbase
COIN
+$23.8M
5
FIS icon
Fidelity National Information Services
FIS
+$21.9M

Sector Composition

1 Communication Services 23.71%
2 Consumer Discretionary 19.78%
3 Financials 17.1%
4 Technology 13.72%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.5M 0.02%
40,391
127
$1.48M 0.02%
15,084
+10,804
128
$1.48M 0.02%
7,098
+4,895
129
$1.45M 0.02%
+3,800
130
$1.44M 0.02%
+5,400
131
$1.41M 0.02%
7,743
132
$1.38M 0.02%
7,961
+5,000
133
$1.33M 0.02%
4,807
134
$1.32M 0.02%
6,028
135
$1.26M 0.02%
6,520
+4,000
136
$1.24M 0.02%
4,418
137
$1.24M 0.02%
+7,500
138
$1.19M 0.01%
+10,106
139
$1.14M 0.01%
+5,083
140
$1.12M 0.01%
8,282
141
$1.09M 0.01%
+11,755
142
$1.08M 0.01%
1,610
143
$1.06M 0.01%
6,149
+4,032
144
$1.04M 0.01%
9,303
+6,137
145
$1.02M 0.01%
+3,740
146
$1M 0.01%
8,350
+1,249
147
$998K 0.01%
5,993
+2,058
148
$998K 0.01%
+15,755
149
$959K 0.01%
5,382
+1,570
150
$948K 0.01%
16,000
4 5
6
7 8