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
$6.79B
AUM Growth
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$339M
2
+$117M
3
+$34.4M
4
MCO icon
Moody's
MCO
+$20.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$15.9M

Top Sells

1
+$54.7M
2
+$50.3M
3
+$37.4M
4
CMCSA icon
Comcast
CMCSA
+$24.4M
5
MSFT icon
Microsoft
MSFT
+$20.5M

Sector Composition

1 Financials 24.97%
2 Technology 18.85%
3 Communication Services 13.13%
4 Consumer Discretionary 11.1%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$391K 0.01%
1,600
177
$387K 0.01%
2,278
178
$384K 0.01%
11,759
179
$376K 0.01%
7,448
180
$374K 0.01%
34,248
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181
$370K 0.01%
7,194
-20,065
182
$366K 0.01%
2,279
183
$363K 0.01%
674
184
$362K 0.01%
262
185
$362K 0.01%
1,610
186
$360K 0.01%
1,589
187
$357K 0.01%
3,253
188
$354K 0.01%
1,250
189
$344K 0.01%
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190
$338K 0.01%
1,941
191
$326K ﹤0.01%
2,691
192
$323K ﹤0.01%
725
193
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194
$310K ﹤0.01%
2,673
195
$308K ﹤0.01%
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196
$294K ﹤0.01%
16,742
197
$287K ﹤0.01%
2,041
198
$270K ﹤0.01%
667
199
$268K ﹤0.01%
5,500
200
$258K ﹤0.01%
777
5 6 7
8
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