AIM
Allen Investment Management Portfolio holdings
AUM
$9.17B
1-Year Return
26.06%
This Quarter Return
+37.88%
1 Year Return
+26.06%
3 Year Return
+97.46%
5 Year Return
+146.63%
10 Year Return
+482.84%
AUM
$4.75B
AUM Growth
+$1.41B
(+42%)
Cap. Flow
+$383M
Cap. Flow
% of AUM
8.06%
Top 10 Holdings %
Top 10 Hldgs %
53.77%
Holding
187
New
13
Increased
48
Reduced
32
Closed
15
Top Buys
| 1 |
Visa
V
|
$97.4M |
| 2 |
Nike
NKE
|
$67.9M |
| 3 |
O'Reilly Automotive
ORLY
|
$61.2M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$53.9M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$51.6M |
Top Sells
| 1 |
Advance Auto Parts
AAP
|
$83.6M |
| 2 |
RTX Corp
RTX
|
$30.2M |
| 3 |
Lowe's Companies
LOW
|
$26M |
| 4 |
RTN
Raytheon Company
RTN
|
$25.2M |
| 5 |
TransDigm Group
TDG
|
$20.1M |
Sector Composition
| 1 | Consumer Discretionary | 27.47% |
| 2 | Communication Services | 22.64% |
| 3 | Financials | 11.49% |
| 4 | Healthcare | 11.05% |
| 5 | Technology | 10.84% |
