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
$7.97B
AUM Growth
+$667M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$36.6M
3
+$34.6M
4
MA icon
Mastercard
MA
+$30.8M
5
AAPL icon
Apple
AAPL
+$28.5M

Top Sells

1
+$96.8M
2
+$35.5M
3
+$25.9M
4
COIN icon
Coinbase
COIN
+$23.8M
5
FIS icon
Fidelity National Information Services
FIS
+$21.9M

Sector Composition

1 Communication Services 23.71%
2 Consumer Discretionary 19.78%
3 Financials 17.1%
4 Technology 13.72%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$356K ﹤0.01%
1,615
202
$354K ﹤0.01%
+6,019
203
$351K ﹤0.01%
943
204
$350K ﹤0.01%
+6,000
205
$350K ﹤0.01%
4,500
206
$349K ﹤0.01%
50,953
207
$344K ﹤0.01%
+6,505
208
$344K ﹤0.01%
1,533
209
$339K ﹤0.01%
2,041
210
$339K ﹤0.01%
3,202
211
$335K ﹤0.01%
+9,000
212
$335K ﹤0.01%
1,623
213
$334K ﹤0.01%
7,498
214
$326K ﹤0.01%
4,500
215
$323K ﹤0.01%
262
216
$318K ﹤0.01%
1,941
-132
217
$303K ﹤0.01%
2,691
218
$301K ﹤0.01%
1,746
219
$283K ﹤0.01%
1,964
220
$275K ﹤0.01%
2,373
221
$265K ﹤0.01%
19,357
222
$260K ﹤0.01%
855
-65
223
$257K ﹤0.01%
2,990
224
$257K ﹤0.01%
2,324
-688
225
$252K ﹤0.01%
2,200
6 7 8
9
10