AIM

Allen Investment Management Portfolio holdings

AUM $9B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$31.2M
3
+$30.2M
4
BUD icon
AB InBev
BUD
+$25.2M
5
SYY icon
Sysco
SYY
+$17.5M

Top Sells

1
+$47.5M
2
+$45.7M
3
+$13.5M
4
MCO icon
Moody's
MCO
+$13M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.5M

Sector Composition

1 Communication Services 19.29%
2 Healthcare 14.42%
3 Consumer Discretionary 12.57%
4 Financials 11.16%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.5M 0.96%
271,066
-81,819
27
$16.4M 0.73%
119,689
+11,078
28
$15.4M 0.69%
342,945
-25,851
29
$14.1M 0.63%
307,167
-3,943
30
$11.6M 0.52%
132,620
-51,794
31
$11.3M 0.51%
143,337
-10,256
32
$9.63M 0.43%
401,159
-5
33
$9.08M 0.41%
77,743
-406,822
34
$7.68M 0.34%
145,800
-237,540
35
$6.49M 0.29%
46,475
36
$6.31M 0.28%
106,718
37
$5.5M 0.25%
286,550
-2,630
38
$5.24M 0.23%
115,971
+8,564
39
$5.16M 0.23%
38,843
40
$5.11M 0.23%
87,360
-13,720
41
$5.04M 0.23%
93,437
+10,937
42
$5.02M 0.22%
54,613
-394
43
$4.94M 0.22%
25,116
+170
44
$4.73M 0.21%
132,012
-40,856
45
$4.54M 0.2%
25,738
-16,060
46
$4.12M 0.18%
28,185
47
$4.1M 0.18%
21,894
48
$3.95M 0.18%
123,898
49
$3.88M 0.17%
+14,543
50
$3.86M 0.17%
84,219
-1,144
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