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
$1.94B
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 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21M 1.08%
263,496
+14,252
27
$19.3M 0.99%
433,031
-85,585
28
$16.4M 0.85%
125,704
-11,964
29
$14.3M 0.74%
116,637
+2,417
30
$11.1M 0.57%
134,603
-67,103
31
$10.1M 0.52%
200,100
-156,976
32
$8.45M 0.43%
97,800
+3,115
33
$8.26M 0.42%
+98,739
34
$8.17M 0.42%
170,793
+1,436
35
$6.86M 0.35%
154,660
-20,940
36
$5.56M 0.29%
319,773
+126,610
37
$5.5M 0.28%
106,718
+151
38
$5.49M 0.28%
43,534
+87
39
$5.02M 0.26%
55,862
-18,642
40
$4.87M 0.25%
33,138
-1,228
41
$4.74M 0.24%
120,557
+17,655
42
$4.73M 0.24%
37,982
-6,287
43
$4.72M 0.24%
38,949
+4,774
44
$4.47M 0.23%
+56,098
45
$4.45M 0.23%
49,968
+12,191
46
$4.17M 0.21%
29,325
-7,419
47
$4.01M 0.21%
50,688
+2,899
48
$3.91M 0.2%
24,098
+18,743
49
$3.9M 0.2%
98,110
50
$3.73M 0.19%
23,333
-3,412
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