AIM
Allen Investment Management Portfolio holdings
AUM
$9B
1-Year Est. Return
27.2%
1 Year Est. Return
+27.2%
AUM
$9.17B
AUM Growth
+$599M
(+7%)
Holding
208
Top Buys
| 1 | +$207M | |
| 2 | +$72.6M | |
| 3 | +$72.2M | |
| 4 |
Apollo Global Management
APO
|
+$30.9M |
| 5 |
Intuitive Surgical
ISRG
|
+$15.2M |
Top Sells
| 1 | +$198M | |
| 2 | +$177M | |
| 3 | +$96.9M | |
| 4 |
Charles Schwab
SCHW
|
+$48.9M |
| 5 |
Microsoft
MSFT
|
+$45.5M |
Sector Composition
| 1 | Financials | 32.49% |
| 2 | Technology | 22.98% |
| 3 | Consumer Discretionary | 11.81% |
| 4 | Communication Services | 8.59% |
| 5 | Healthcare | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Deere & Co
DE
$128B
| – | – |
-566
|
|
||
202
Etsy
ETSY
$5.65B
| – | – |
-38,618
|
|
||
203
Tesla
TSLA
$1.49T
| – | – |
-846
|
|
||
204
Vanguard Total World Stock ETF
VT
$54.6B
| – | – |
-95,173
|
|
||
205
Twilio
TWLO
$19.5B
| – | – |
-23,400
|
|
||
206
Snap
SNAP
$13.6B
| – | – |
-1,890,749
|
|
||
207
Sweetgreen
SG
$735M
| – | – |
-9,364
|
|
||
208
Intuit
INTU
$183B
| – | – |
-2,787
|
|