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
$2.62B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$83.5M
2
+$36.7M
3
+$15.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.78M
5
SYY icon
Sysco
SYY
+$7.48M

Top Sells

1
+$45.4M
2
+$34.7M
3
+$20.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12M
5
BUD icon
AB InBev
BUD
+$8.32M

Sector Composition

1 Communication Services 20.26%
2 Consumer Discretionary 18.09%
3 Healthcare 11.21%
4 Technology 10.28%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.7M 0.94%
121,080
-6,597
27
$24.6M 0.94%
225,223
-317,851
28
$21.4M 0.82%
176,348
+128,000
29
$19.8M 0.75%
140,841
+10,837
30
$18.5M 0.7%
438,084
-87,463
31
$17.6M 0.67%
402,743
32
$12.5M 0.48%
125,327
+55,529
33
$11.8M 0.45%
138,720
+45,360
34
$11.7M 0.45%
62,979
+6,815
35
$11.5M 0.44%
292,970
+14,180
36
$10.9M 0.41%
139,178
-99,331
37
$10.4M 0.4%
201,066
+7,885
38
$9.75M 0.37%
116,737
-17,591
39
$9.63M 0.37%
511,256
+229,619
40
$9.02M 0.34%
127,670
+62,400
41
$8.96M 0.34%
21,894
42
$8.72M 0.33%
51,061
+24,149
43
$8.64M 0.33%
80,957
+38,646
44
$8.48M 0.32%
150,120
45
$7.87M 0.3%
100,610
-153,667
46
$7.18M 0.27%
142,117
+54,768
47
$6.36M 0.24%
23,430
-2,506
48
$6.09M 0.23%
108,518
49
$5.87M 0.22%
72,433
-255,997
50
$5.64M 0.21%
+113,500
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