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
$6.79B
AUM Growth
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$339M
2
+$117M
3
+$34.4M
4
MCO icon
Moody's
MCO
+$20.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$15.9M

Top Sells

1
+$54.7M
2
+$50.3M
3
+$37.4M
4
CMCSA icon
Comcast
CMCSA
+$24.4M
5
MSFT icon
Microsoft
MSFT
+$20.5M

Sector Composition

1 Financials 24.97%
2 Technology 18.85%
3 Communication Services 13.13%
4 Consumer Discretionary 11.1%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$603K 0.01%
32,267
-2,465
152
$595K 0.01%
5,464
153
$575K 0.01%
5,000
154
$571K 0.01%
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155
$567K 0.01%
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156
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157
$526K 0.01%
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158
$523K 0.01%
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159
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160
$505K 0.01%
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161
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702
162
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163
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164
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165
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166
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11,729
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167
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168
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169
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171
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172
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800
173
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174
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754
175
$393K 0.01%
12,950
5 6
7
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