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
$8.23B
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$64.1M
3
+$52.9M
4
MCO icon
Moody's
MCO
+$45.7M
5
V icon
Visa
V
+$42.8M

Top Sells

1
+$88.2M
2
+$71.6M
3
+$63.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$53.8M
5
LOW icon
Lowe's Companies
LOW
+$44.2M

Sector Composition

1 Financials 29.29%
2 Technology 22.96%
3 Consumer Discretionary 11.38%
4 Healthcare 11.21%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$691K 0.01%
5,000
152
$683K 0.01%
22,479
153
$666K 0.01%
17,154
154
$666K 0.01%
7,556
155
$646K 0.01%
5,000
156
$642K 0.01%
5,000
157
$600K 0.01%
109,575
+3,809
158
$600K 0.01%
5,439
159
$596K 0.01%
3,750
-949
160
$596K 0.01%
+723
161
$575K 0.01%
3,943
162
$568K 0.01%
6,781
163
$547K 0.01%
+2,564
164
$539K 0.01%
10,520
165
$536K 0.01%
6,000
166
$526K 0.01%
1,408
167
$517K 0.01%
+3,663
168
$508K 0.01%
+2,444
169
$490K 0.01%
6,549
170
$489K 0.01%
1,600
171
$488K 0.01%
2,961
-61
172
$468K 0.01%
3,318
173
$468K 0.01%
1,250
174
$458K 0.01%
1,976
175
$452K 0.01%
1,720
5 6
7
8 9