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
$8.23B
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$64.1M
3
+$52.9M
4
MCO icon
Moody's
MCO
+$45.7M
5
V icon
Visa
V
+$42.8M

Top Sells

1
+$88.2M
2
+$71.6M
3
+$63.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$53.8M
5
LOW icon
Lowe's Companies
LOW
+$44.2M

Sector Composition

1 Financials 29.29%
2 Technology 22.96%
3 Consumer Discretionary 11.38%
4 Healthcare 11.21%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.4M 0.02%
7,743
127
$1.38M 0.02%
8,060
-35
128
$1.38M 0.02%
11,150
129
$1.38M 0.02%
35,786
130
$1.35M 0.02%
25,352
+9,420
131
$1.33M 0.02%
23,400
132
$1.32M 0.02%
6,500
133
$1.27M 0.02%
33,384
134
$1.24M 0.02%
4,689
135
$1.2M 0.01%
6,520
136
$1.18M 0.01%
10,283
+283
137
$1.18M 0.01%
14,130
138
$1.14M 0.01%
16,000
139
$1.14M 0.01%
8,117
140
$1.14M 0.01%
27,791
141
$1.05M 0.01%
40,391
142
$1.01M 0.01%
5,000
143
$999K 0.01%
6,886
144
$996K 0.01%
1,172
+532
145
$939K 0.01%
21,781
-21,790
146
$874K 0.01%
7,640
147
$822K 0.01%
5,464
148
$739K 0.01%
15,561
-129
149
$732K 0.01%
6,644
+148
150
$720K 0.01%
1,302
+604
4 5
6
7 8