AIM
Allen Investment Management Portfolio holdings
AUM
$9B
1-Year Est. Return
27.2%
1 Year Est. Return
+27.2%
AUM
$9B
AUM Growth
-$168M
(-1.8%)
Holding
208
Top Buys
| 1 | +$131M | |
| 2 | +$43.6M | |
| 3 | +$34.2M | |
| 4 |
Spotify
SPOT
|
+$32.5M |
| 5 |
Advanced Micro Devices
AMD
|
+$29.5M |
Top Sells
| 1 | +$191M | |
| 2 | +$174M | |
| 3 | +$166M | |
| 4 |
UnitedHealth
UNH
|
+$84.6M |
| 5 |
Visa
V
|
+$59M |
Sector Composition
| 1 | Financials | 28.41% |
| 2 | Technology | 23.35% |
| 3 | Consumer Discretionary | 10.04% |
| 4 | Communication Services | 9.86% |
| 5 | Industrials | 4.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Walt Disney
DIS
$187B
| $203K | ﹤0.01% |
1,773
+120
|
|
||
|
VMEO
202
DELISTED
Vimeo
VMEO
| $117K | ﹤0.01% |
15,067
|
|
||
203
Maplebear
CART
$11B
| – | – |
-48,919
|
|
||
|
ESGR
204
DELISTED
Enstar Group
ESGR
| – | – |
-1,600
|
|
||
205
F&G Annuities & Life
FG
$4.35B
| – | – |
-32,901
|
|
||
206
Samsara
IOT
$21.8B
| – | – |
-5,613
|
|
||
207
Intuitive Surgical
ISRG
$203B
| – | – |
-53,483
|
|
||
208
MongoDB
MDB
$27B
| – | – |
-18,493
|
|