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AIM

Allen Investment Management Portfolio holdings

AUM $8.09B
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.43B
AUM Growth
+$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$129M
3
+$127M
4
COIN icon
Coinbase
COIN
+$122M
5
META icon
Meta Platforms (Facebook)
META
+$74.6M

Top Sells

1
+$306M
2
+$75.9M
3
+$37.9M
4
SHW icon
Sherwin-Williams
SHW
+$26.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$22M

Sector Composition

1 Communication Services 25.8%
2 Consumer Discretionary 22.73%
3 Financials 17.55%
4 Technology 10.59%
5 Healthcare 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$207K ﹤0.01%
3,504
177
$202K ﹤0.01%
2,696
178
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-1,306
179
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-8,897
180
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-6,002
181
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-13,998
182
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185
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190
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194
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