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AIM

Allen Investment Management Portfolio holdings

AUM $8.09B
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$42M
3
+$28.5M
4
RTX icon
RTX Corp
RTX
+$22.5M
5
UNH icon
UnitedHealth
UNH
+$21.6M

Top Sells

1
+$14.1M
2
+$13.8M
3
+$13.2M
4
FISV
Fiserv Inc
FISV
+$8.09M
5
IQV icon
IQVIA
IQV
+$6.74M

Sector Composition

1 Consumer Discretionary 22.79%
2 Communication Services 22.14%
3 Healthcare 10.19%
4 Technology 9.7%
5 Consumer Staples 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,960
202
– –
-38,843
203
– –
-4,467
204
– –
-8,449
205
– –
-5,500
206
– –
-45,400
207
– –
-15,165
5 6 7 8
9