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
$5.79B
AUM Growth
-$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$48.4M
3
+$36.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$33.8M
5
SPGI icon
S&P Global
SPGI
+$28.9M

Top Sells

1
+$136M
2
+$71.3M
3
+$31.2M
4
SLB icon
SLB Limited
SLB
+$25.7M
5
LOW icon
Lowe's Companies
LOW
+$19.7M

Sector Composition

1 Financials 20.73%
2 Consumer Discretionary 16.77%
3 Technology 14.98%
4 Communication Services 14.4%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$350K 0.01%
800
177
$337K 0.01%
6,000
178
$333K 0.01%
1,589
179
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696
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180
$325K 0.01%
2,278
181
$320K 0.01%
630
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182
$284K ﹤0.01%
262
183
$281K ﹤0.01%
+7,448
184
$280K ﹤0.01%
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185
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9,203
+1,705
186
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1,567
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187
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188
$274K ﹤0.01%
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189
$271K ﹤0.01%
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190
$271K ﹤0.01%
10,502
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191
$270K ﹤0.01%
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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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198
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1,770
199
$254K ﹤0.01%
943
200
$241K ﹤0.01%
2,673
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