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
$8.23B
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$64.1M
3
+$52.9M
4
MCO icon
Moody's
MCO
+$45.7M
5
V icon
Visa
V
+$42.8M

Top Sells

1
+$88.2M
2
+$71.6M
3
+$63.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$53.8M
5
LOW icon
Lowe's Companies
LOW
+$44.2M

Sector Composition

1 Financials 29.29%
2 Technology 22.96%
3 Consumer Discretionary 11.38%
4 Healthcare 11.21%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$447K 0.01%
11,759
177
$446K 0.01%
+1,720
178
$445K 0.01%
5,813
179
$440K 0.01%
8,005
180
$420K 0.01%
+4,719
181
$416K 0.01%
2,278
182
$413K 0.01%
262
183
$412K 0.01%
+104
184
$412K 0.01%
800
185
$408K 0.01%
7,448
186
$392K ﹤0.01%
4,034
187
$390K ﹤0.01%
3,202
188
$390K ﹤0.01%
3,231
189
$385K ﹤0.01%
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-107
190
$370K ﹤0.01%
34,248
191
$350K ﹤0.01%
1,483
192
$348K ﹤0.01%
100,000
193
$341K ﹤0.01%
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194
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195
$311K ﹤0.01%
+1,797
196
$311K ﹤0.01%
2,041
197
$303K ﹤0.01%
1,610
198
$290K ﹤0.01%
+1,492
199
$265K ﹤0.01%
178
200
$260K ﹤0.01%
4,808
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