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
$7.97B
AUM Growth
+$667M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$36.6M
3
+$34.6M
4
MA icon
Mastercard
MA
+$30.8M
5
AAPL icon
Apple
AAPL
+$28.5M

Top Sells

1
+$96.8M
2
+$35.5M
3
+$25.9M
4
COIN icon
Coinbase
COIN
+$23.8M
5
FIS icon
Fidelity National Information Services
FIS
+$21.9M

Sector Composition

1 Communication Services 23.71%
2 Consumer Discretionary 19.78%
3 Financials 17.1%
4 Technology 13.72%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$580K 0.01%
+4,000
177
$556K 0.01%
3,943
178
$550K 0.01%
800
179
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180
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181
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182
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183
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1,000
184
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35,049
185
$473K 0.01%
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186
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824
187
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2,278
188
$448K 0.01%
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189
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190
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191
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192
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193
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194
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195
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196
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197
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1,600
198
$387K ﹤0.01%
+10,262
199
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200
$364K ﹤0.01%
546
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8
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