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
$5.38B
AUM Growth
+$629M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$21.7M
3
+$20.7M
4
NOC icon
Northrop Grumman
NOC
+$20.6M
5
NKE icon
Nike
NKE
+$7.31M

Top Sells

1
+$17.6M
2
+$15.9M
3
+$15M
4
W icon
Wayfair
W
+$14.6M
5
AMZN icon
Amazon
AMZN
+$10.8M

Sector Composition

1 Consumer Discretionary 29.1%
2 Communication Services 23.61%
3 Financials 10.98%
4 Healthcare 10.53%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.4M 0.69%
716,615
+4,292
27
$35.9M 0.67%
233,822
-3,047
28
$35M 0.65%
205,724
+21,997
29
$32.8M 0.61%
141,766
-14,641
30
$30.1M 0.56%
204,262
+147,121
31
$28.7M 0.53%
123,441
-2,799
32
$25.7M 0.48%
172,607
+857
33
$24.7M 0.46%
174,499
34
$21.2M 0.39%
27,895
-3,469
35
$20.6M 0.38%
144,002
36
$19.8M 0.37%
171,083
+15,947
37
$18.6M 0.34%
416,962
+367
38
$18.4M 0.34%
54,834
+419
39
$18.1M 0.34%
73,380
-10,020
40
$17.3M 0.32%
330,703
+10,500
41
$16.2M 0.3%
84,901
+57
42
$15.5M 0.29%
774,760
43
$14.6M 0.27%
250,088
-30,128
44
$12.8M 0.24%
125,600
45
$11.8M 0.22%
10,923
46
$11.8M 0.22%
160,980
-420
47
$11.4M 0.21%
244,500
+7,044
48
$10.7M 0.2%
50,220
+299
49
$10.4M 0.19%
52,994
-394
50
$10.4M 0.19%
21,207
-111
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