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
$7.49B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$39.2M
3
+$26.6M
4
MCO icon
Moody's
MCO
+$25.1M
5
SNOW icon
Snowflake
SNOW
+$18.6M

Top Sells

1
+$108M
2
+$36.5M
3
+$27.8M
4
CRM icon
Salesforce
CRM
+$22.1M
5
ADI icon
Analog Devices
ADI
+$21.8M

Sector Composition

1 Financials 27.44%
2 Technology 19.67%
3 Communication Services 12.25%
4 Consumer Discretionary 10.64%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$626K 0.01%
5,000
152
$605K 0.01%
745
+43
153
$599K 0.01%
+6,781
154
$599K 0.01%
7,556
155
$568K 0.01%
5,439
156
$538K 0.01%
3,943
157
$525K 0.01%
5,742
-1,513
158
$515K 0.01%
10,520
159
$513K 0.01%
3,022
+61
160
$497K 0.01%
6,509
161
$495K 0.01%
6,000
162
$479K 0.01%
1,610
163
$479K 0.01%
4,699
164
$475K 0.01%
2,200
165
$472K 0.01%
11,759
166
$471K 0.01%
1,600
167
$459K 0.01%
695
-4
168
$456K 0.01%
6,150
169
$442K 0.01%
3,318
170
$435K 0.01%
8,975
+351
171
$434K 0.01%
1,720
172
$428K 0.01%
2,279
-1,411
173
$426K 0.01%
800
174
$419K 0.01%
5,813
175
$415K 0.01%
2,673
5 6
7
8 9