AIM

Allen Investment Management Portfolio holdings

AUM $9.03B
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.92B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$34.2M
3
+$17.6M
4
UNH icon
UnitedHealth
UNH
+$17.4M
5
META icon
Meta Platforms (Facebook)
META
+$16.8M

Top Sells

1
+$47.3M
2
+$14.5M
3
+$5.64M
4
DHR icon
Danaher
DHR
+$5.29M
5
NOW icon
ServiceNow
NOW
+$4.95M

Sector Composition

1 Consumer Discretionary 20%
2 Communication Services 19.58%
3 Healthcare 11.11%
4 Technology 10.67%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$426K 0.01%
7,600
152
$420K 0.01%
4,655
153
$417K 0.01%
2,671
154
$414K 0.01%
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155
$403K 0.01%
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156
$390K 0.01%
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157
$387K 0.01%
11,700
158
$374K 0.01%
3,318
159
$373K 0.01%
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-25
160
$371K 0.01%
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161
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162
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7,380
163
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164
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165
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166
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167
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168
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169
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170
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171
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5,149
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172
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14,936
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173
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174
$246K 0.01%
18,238
-21,330
175
$244K 0.01%
3,609
4 5 6
7
8