AIM

Allen Investment Management Portfolio holdings

AUM $9.03B
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.17B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$88.5M
3
+$65.4M
4
APO icon
Apollo Global Management
APO
+$28.8M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.6M

Top Sells

1
+$185M
2
+$173M
3
+$85.5M
4
SCHW icon
Charles Schwab
SCHW
+$44.9M
5
MSFT icon
Microsoft
MSFT
+$39.8M

Sector Composition

1 Financials 32.58%
2 Technology 22.89%
3 Consumer Discretionary 11.81%
4 Communication Services 8.59%
5 Healthcare 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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5,268
152
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10,520
153
$589K 0.01%
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154
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