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
$5.89B
AUM Growth
+$509M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$97.1M
2
+$55M
3
+$42.5M
4
BABA icon
Alibaba
BABA
+$34.4M
5
SYY icon
Sysco
SYY
+$20.1M

Top Sells

1
+$180M
2
+$5.52M
3
+$5.04M
4
BKNG icon
Booking.com
BKNG
+$5.03M
5
MDB icon
MongoDB
MDB
+$4.95M

Sector Composition

1 Consumer Discretionary 25.99%
2 Communication Services 24.48%
3 Financials 13.4%
4 Healthcare 10.75%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$46M 0.78%
127,982
-13,784
27
$39.9M 0.68%
106,782
+51,948
28
$39.9M 0.68%
663,039
-53,576
29
$35.3M 0.6%
224,238
-9,584
30
$34.5M 0.59%
244,087
+39,825
31
$29.9M 0.51%
122,106
-1,335
32
$27.6M 0.47%
175,213
+2,606
33
$27.6M 0.47%
174,927
+428
34
$22.8M 0.39%
144,021
+19
35
$22.8M 0.39%
171,639
+556
36
$22.6M 0.38%
416,595
-367
37
$21.4M 0.36%
330,703
38
$19.9M 0.34%
774,760
39
$19.8M 0.34%
58,504
-14,876
40
$19.3M 0.33%
27,076
-819
41
$17.9M 0.3%
266,158
+16,070
42
$17.6M 0.3%
10,491
-432
43
$16.5M 0.28%
83,826
-1,075
44
$14.9M 0.25%
195,490
45
$14.1M 0.24%
161,020
+40
46
$12.4M 0.21%
56,957
-4,958
47
$12.3M 0.21%
52,711
-283
48
$12.1M 0.21%
252,573
+8,073
49
$11.6M 0.2%
102,840
-22,760
50
$11.6M 0.2%
50,040
-180
1
2
3 4 5