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
201
$258K ﹤0.01%
17,528
202
$250K ﹤0.01%
1,099
203
$242K ﹤0.01%
2,696
204
$233K ﹤0.01%
5,861
205
$233K ﹤0.01%
19,010
206
$224K ﹤0.01%
+3,385
207
$219K ﹤0.01%
3,000
208
$217K ﹤0.01%
+1,249
209
$213K ﹤0.01%
5,500
210
$211K ﹤0.01%
566
211
$211K ﹤0.01%
+884
212
$211K ﹤0.01%
+6,986
213
$210K ﹤0.01%
+2,786
214
$202K ﹤0.01%
4,089
215
$56.2K ﹤0.01%
15,067
216
– –
-1,467
217
– –
-10,250
218
– –
-871
219
– –
-702
220
– –
-2,149
221
– –
-6,150
222
– –
-4,791
223
– –
-2,655
224
– –
-6,305
225
– –
-12,873
6 7 8
9
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