AIM

Allen Investment Management Portfolio holdings

AUM $9B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$43.6M
3 +$34.2M
4
SPOT icon
Spotify
SPOT
+$32.5M
5
AMD icon
Advanced Micro Devices
AMD
+$29.5M

Top Sells

1 +$191M
2 +$174M
3 +$166M
4
UNH icon
UnitedHealth
UNH
+$84.6M
5
V icon
Visa
V
+$59M

Sector Composition

1 Financials 28.41%
2 Technology 23.35%
3 Consumer Discretionary 10.04%
4 Communication Services 9.86%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSLA icon
176
Tesla
TSLA
$1.46T
$388K ﹤0.01%
+872
TEM
177
Tempus AI
TEM
$12.3B
$376K ﹤0.01%
+4,663
PCOR icon
178
Procore
PCOR
$11.2B
$374K ﹤0.01%
5,133
CACC icon
179
Credit Acceptance
CACC
$5.24B
$374K ﹤0.01%
800
HUM icon
180
Humana
HUM
$33B
$366K ﹤0.01%
1,408
IWN icon
181
iShares Russell 2000 Value ETF
IWN
$12.9B
$357K ﹤0.01%
2,017
PEP icon
182
PepsiCo
PEP
$200B
$346K ﹤0.01%
2,461
-500
TMO icon
183
Thermo Fisher Scientific
TMO
$234B
$323K ﹤0.01%
666
QCOM icon
184
Qualcomm
QCOM
$176B
$322K ﹤0.01%
1,935
AMAT icon
185
Applied Materials
AMAT
$239B
$304K ﹤0.01%
1,483
RBRK icon
186
Rubrik
RBRK
$13.6B
$278K ﹤0.01%
+3,376
BAC icon
187
Bank of America
BAC
$397B
$277K ﹤0.01%
5,364
IRM icon
188
Iron Mountain
IRM
$27.1B
$275K ﹤0.01%
2,696
CCEP icon
189
Coca-Cola Europacific Partners
CCEP
$39.8B
$271K ﹤0.01%
3,000
FICO icon
190
Fair Isaac
FICO
$38.3B
$266K ﹤0.01%
178
ANGI icon
191
Angi Inc
ANGI
$540M
$251K ﹤0.01%
15,414
RTX icon
192
RTX Corp
RTX
$267B
$250K ﹤0.01%
1,493
EPAM icon
193
EPAM Systems
EPAM
$12.2B
$243K ﹤0.01%
1,610
ADP icon
194
Automatic Data Processing
ADP
$105B
$223K ﹤0.01%
760
CPRT icon
195
Copart
CPRT
$38.7B
$216K ﹤0.01%
4,808
WULF icon
196
TeraWulf
WULF
$5.95B
$211K ﹤0.01%
18,503
IJJ icon
197
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.36B
$209K ﹤0.01%
+1,612
CTAS icon
198
Cintas
CTAS
$78.3B
$205K ﹤0.01%
1,000
VUSB icon
199
Vanguard Ultra-Short Bond ETF
VUSB
$6.77B
$204K ﹤0.01%
4,089
IJS icon
200
iShares S&P Small-Cap 600 Value ETF
IJS
$7.42B
$203K ﹤0.01%
+1,836