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
$7.49B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$39.2M
3
+$26.6M
4
MCO icon
Moody's
MCO
+$25.1M
5
SNOW icon
Snowflake
SNOW
+$18.6M

Top Sells

1
+$108M
2
+$36.5M
3
+$27.8M
4
CRM icon
Salesforce
CRM
+$22.1M
5
ADI icon
Analog Devices
ADI
+$21.8M

Sector Composition

1 Financials 27.44%
2 Technology 19.67%
3 Communication Services 12.25%
4 Consumer Discretionary 10.64%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.22M 0.02%
6,520
127
$1.19M 0.02%
7,743
128
$1.17M 0.02%
40,391
129
$1.05M 0.01%
4,689
-1,121
130
$1.05M 0.01%
16,000
131
$1.05M 0.01%
27,791
132
$1,000K 0.01%
10,000
133
$994K 0.01%
6,886
134
$990K 0.01%
7,274
-232
135
$920K 0.01%
7,581
+203
136
$911K 0.01%
17,154
137
$887K 0.01%
7,640
138
$885K 0.01%
22,210
139
$846K 0.01%
3,126
-32
140
$820K 0.01%
22,479
141
$813K 0.01%
15,932
-1,433
142
$805K 0.01%
+36,166
143
$793K 0.01%
15,690
+690
144
$787K 0.01%
1,718
145
$773K 0.01%
5,000
146
$738K 0.01%
105,766
-30
147
$671K 0.01%
5,464
148
$660K 0.01%
5,000
149
$650K 0.01%
6,683
-4,813
150
$635K 0.01%
5,230
4 5
6
7 8