AIM

Allen Investment Management Portfolio holdings

AUM $9B
1-Year Est. Return 27.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$29.5M
3
+$23.1M
4
BUD icon
AB InBev
BUD
+$20M
5
SHW icon
Sherwin-Williams
SHW
+$16.7M

Top Sells

1
+$31.6M
2
+$17.6M
3
+$7.91M
4
LOW icon
Lowe's Companies
LOW
+$5.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.64M

Sector Composition

1 Communication Services 18.26%
2 Healthcare 18.01%
3 Financials 12.72%
4 Consumer Discretionary 8.92%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-40,301
227
– –
-15,554
228
– –
-12,310
229
– –
-6,073
230
– –
-5,148
231
– –
-143,387
232
– –
-28,477
233
– –
-6,811
6 7 8 9
10