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
$1.04B
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$19.8M
3
+$12.3M
4
SLB icon
SLB Limited
SLB
+$11.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11M

Top Sells

1
+$51.7M
2
+$21.8M
3
+$10.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.4M
5
PBH icon
Prestige Consumer Healthcare
PBH
+$6.72M

Sector Composition

1 Healthcare 19.65%
2 Financials 11.64%
3 Consumer Discretionary 10.85%
4 Technology 9.99%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 1.25%
150,313
+423
27
$12M 1.15%
67,208
+1,766
28
$10.1M 0.97%
140,009
-301,521
29
$8.19M 0.79%
565,313
+3,262
30
$7.57M 0.73%
193,878
-102,222
31
$7.07M 0.68%
+86,285
32
$6.56M 0.63%
82,512
-244
33
$6.46M 0.62%
77,720
+574
34
$5.88M 0.56%
46,940
+704
35
$5.83M 0.56%
33,158
+155
36
$5.48M 0.53%
112,445
37
$5.02M 0.48%
38,511
+29,334
38
$4.85M 0.47%
16,901
+395
39
$4.81M 0.46%
17,707
-762
40
$4.73M 0.45%
40,210
+314
41
$4.45M 0.43%
36,406
+718
42
$4.11M 0.4%
35,599
43
$3.95M 0.38%
137,760
-1,578
44
$3.94M 0.38%
37,220
-9,480
45
$3.86M 0.37%
+90,592
46
$3.65M 0.35%
40,600
+1,530
47
$3.57M 0.34%
+48,166
48
$3.52M 0.34%
+92,400
49
$3.51M 0.34%
61,704
+42,638
50
$3.26M 0.31%
60,520
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