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
$7.49B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$39.2M
3
+$26.6M
4
MCO icon
Moody's
MCO
+$25.1M
5
SNOW icon
Snowflake
SNOW
+$18.6M

Top Sells

1
+$108M
2
+$36.5M
3
+$27.8M
4
CRM icon
Salesforce
CRM
+$22.1M
5
ADI icon
Analog Devices
ADI
+$21.8M

Sector Composition

1 Financials 27.44%
2 Technology 19.67%
3 Communication Services 12.25%
4 Consumer Discretionary 10.64%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$407K 0.01%
2,278
177
$395K 0.01%
34,248
178
$394K 0.01%
7,448
179
$392K 0.01%
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-16
180
$389K 0.01%
1,250
181
$376K 0.01%
4,034
-11,970
182
$376K 0.01%
3,231
183
$376K 0.01%
1,589
184
$372K 0.01%
262
185
$370K ﹤0.01%
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186
$365K ﹤0.01%
3,202
187
$361K ﹤0.01%
5,218
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188
$353K ﹤0.01%
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189
$348K ﹤0.01%
2,406
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190
$347K ﹤0.01%
6,912
191
$326K ﹤0.01%
22,500
192
$317K ﹤0.01%
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193
$308K ﹤0.01%
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194
$305K ﹤0.01%
10,600
-1,304
195
$295K ﹤0.01%
777
196
$278K ﹤0.01%
12,131
197
$277K ﹤0.01%
+1,880
198
$266K ﹤0.01%
5,500
199
$255K ﹤0.01%
637
-30
200
$254K ﹤0.01%
+7,553
6 7
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