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
$4.2B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$24.1M
3
+$18.5M
4
UNH icon
UnitedHealth
UNH
+$14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.8M

Top Sells

1
+$18.8M
2
+$11.9M
3
+$9.92M
4
MCO icon
Moody's
MCO
+$9.45M
5
NFLX icon
Netflix
NFLX
+$7.18M

Sector Composition

1 Communication Services 22.59%
2 Consumer Discretionary 22.29%
3 Healthcare 10.51%
4 Technology 9.13%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34M 0.81%
+154,557
27
$32.2M 0.77%
730,410
+34,260
28
$29.8M 0.71%
153,114
-2,571
29
$27.2M 0.65%
440,175
-2,630
30
$24.8M 0.59%
151,757
+7,019
31
$24.3M 0.58%
166,854
-4,367
32
$23.3M 0.56%
109,555
+86,840
33
$22.1M 0.53%
167,757
-19,005
34
$21.7M 0.52%
174,499
+36,207
35
$19.6M 0.47%
60,762
+27,969
36
$17.4M 0.41%
408,921
-442,476
37
$15.7M 0.37%
353,357
+30,633
38
$15.6M 0.37%
123,693
39
$15.1M 0.36%
271,064
40
$13.4M 0.32%
416,595
41
$12.3M 0.29%
90,638
-23
42
$11.7M 0.28%
296,229
-11,583
43
$10.8M 0.26%
161,960
44
$10.7M 0.26%
190,547
+70,449
45
$10.7M 0.26%
769,595
+297,624
46
$9.91M 0.24%
184,302
+751
47
$9.81M 0.23%
43,296
-56
48
$9.8M 0.23%
89,463
+35,717
49
$9.79M 0.23%
136,493
+56,411
50
$9.51M 0.23%
129,568
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