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
$8.42B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$24.9M
3
+$20.4M
4
NU icon
Nu Holdings
NU
+$14.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14M

Top Sells

1
+$133M
2
+$70.5M
3
+$61.1M
4
CP icon
Canadian Pacific Kansas City
CP
+$24.6M
5
V icon
Visa
V
+$21.9M

Sector Composition

1 Financials 29.05%
2 Technology 21.44%
3 Healthcare 11.93%
4 Consumer Discretionary 11.7%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$851K 0.01%
22,479
152
$828K 0.01%
5,464
153
$828K 0.01%
15,561
154
$804K 0.01%
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155
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156
$727K 0.01%
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157
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158
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159
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160
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161
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162
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6,000
163
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164
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165
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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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171
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172
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173
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174
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175
$504K 0.01%
2,961
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