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
$5.79B
AUM Growth
-$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$48.4M
3
+$36.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$33.8M
5
SPGI icon
S&P Global
SPGI
+$28.9M

Top Sells

1
+$136M
2
+$71.3M
3
+$31.2M
4
SLB icon
SLB Limited
SLB
+$25.7M
5
LOW icon
Lowe's Companies
LOW
+$19.7M

Sector Composition

1 Financials 20.73%
2 Consumer Discretionary 16.77%
3 Technology 14.98%
4 Communication Services 14.4%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$904K 0.02%
18,465
127
$903K 0.02%
7,743
128
$873K 0.02%
10,000
129
$861K 0.01%
11,755
130
$844K 0.01%
27,791
-47,882
131
$784K 0.01%
16,000
132
$782K 0.01%
14,254
133
$781K 0.01%
7,627
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134
$755K 0.01%
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135
$743K 0.01%
16,970
136
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137
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7,600
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138
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5,120
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139
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140
$636K 0.01%
1,310
141
$633K 0.01%
8,611
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142
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143
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145
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17,154
146
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5,230
147
$583K 0.01%
1,610
148
$572K 0.01%
8,350
149
$564K 0.01%
12,950
150
$548K 0.01%
28,110
-4,890
4 5
6
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