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
$8.42B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$24.9M
3
+$20.4M
4
NU icon
Nu Holdings
NU
+$14.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14M

Top Sells

1
+$133M
2
+$70.5M
3
+$61.1M
4
CP icon
Canadian Pacific Kansas City
CP
+$24.6M
5
V icon
Visa
V
+$21.9M

Sector Composition

1 Financials 29.05%
2 Technology 21.44%
3 Healthcare 11.93%
4 Consumer Discretionary 11.7%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.45M 0.02%
25,352
127
$1.45M 0.02%
7,011
128
$1.44M 0.02%
18,289
-4,605
129
$1.44M 0.02%
6,500
130
$1.43M 0.02%
1,608
+436
131
$1.37M 0.02%
11,150
132
$1.3M 0.02%
4,689
133
$1.26M 0.02%
27,791
134
$1.25M 0.01%
6,520
135
$1.25M 0.01%
6,886
136
$1.21M 0.01%
10,283
137
$1.19M 0.01%
4,707
+2,263
138
$1.18M 0.01%
1,914
+612
139
$1.18M 0.01%
16,000
140
$1.16M 0.01%
6,796
+3,133
141
$1.15M 0.01%
5,000
142
$1.13M 0.01%
40,391
143
$1.1M 0.01%
1,416
+693
144
$994K 0.01%
1,919
-15,650
145
$978K 0.01%
+17,673
146
$968K 0.01%
21,781
147
$965K 0.01%
4,649
+2,085
148
$932K 0.01%
3,312
+1,592
149
$918K 0.01%
9,176
+4,457
150
$855K 0.01%
203
+99
4 5
6
7 8