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
$1.57B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$30M
2 +$25M
3 +$15.4M
4
TDG icon
TransDigm Group
TDG
+$14.1M
5
W icon
Wayfair
W
+$11.8M

Top Sells

1 +$22.1M
2 +$21.3M
3 +$21M
4
PYPL icon
PayPal
PYPL
+$19M
5
DHR icon
Danaher
DHR
+$6.11M

Sector Composition

1 Healthcare 18.78%
2 Communication Services 18.51%
3 Financials 14.04%
4 Consumer Discretionary 9.55%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-13,639
227
-12,558
228
-3,541
229
-12,048
230
-6,679
231
-11,937
232
-11,135
233
-8,379
234
-12,419
235
-14,122