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
$7.43B
AUM Growth
+$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$130M
3
+$127M
4
COIN icon
Coinbase
COIN
+$119M
5
META icon
Meta Platforms (Facebook)
META
+$80.8M

Top Sells

1
+$319M
2
+$87.2M
3
+$38.7M
4
SHW icon
Sherwin-Williams
SHW
+$26.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.2M

Sector Composition

1 Communication Services 25.8%
2 Consumer Discretionary 22.73%
3 Financials 17.55%
4 Technology 10.59%
5 Healthcare 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$388K 0.01%
5,322
152
$382K 0.01%
1,600
153
$380K 0.01%
4,500
154
$375K 0.01%
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155
$365K ﹤0.01%
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156
$363K ﹤0.01%
800
157
$359K ﹤0.01%
1,513
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158
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159
$338K ﹤0.01%
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-37
160
$330K ﹤0.01%
99
161
$328K ﹤0.01%
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162
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163
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164
$311K ﹤0.01%
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165
$310K ﹤0.01%
1,615
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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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4,500
171
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546
172
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19,357
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173
$247K ﹤0.01%
3,067
174
$238K ﹤0.01%
2,324
175
$211K ﹤0.01%
+1,483
4 5 6
7
8