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
$8.57B
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$59.1M
3
+$45.8M
4
APO icon
Apollo Global Management
APO
+$45.7M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$44.6M

Top Sells

1
+$150M
2
+$84.9M
3
+$77.4M
4
MMYT icon
MakeMyTrip
MMYT
+$22.1M
5
KKR icon
KKR & Co
KKR
+$13.5M

Sector Composition

1 Financials 34.97%
2 Technology 20.49%
3 Consumer Discretionary 11.8%
4 Communication Services 9.89%
5 Healthcare 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63.4M 0.74%
179,764
+27,342
27
$62.6M 0.73%
4,135,726
+441,050
28
$53.7M 0.63%
384,177
+212,968
29
$52.9M 0.62%
226,310
+7,346
30
$50.9M 0.59%
451,949
+37,216
31
$50M 0.58%
106,695
-4,036
32
$49.3M 0.57%
516,334
+80,654
33
$49.2M 0.57%
294,018
+60,551
34
$44M 0.51%
66,336
+13,034
35
$40.7M 0.47%
800,481
-1,669,777
36
$40M 0.47%
232,393
37
$38.4M 0.45%
156,503
+287
38
$37.8M 0.44%
479,013
39
$34.7M 0.4%
424,182
-312
40
$34.3M 0.4%
234,947
41
$33.6M 0.39%
196,718
-3,829
42
$32.3M 0.38%
+416,849
43
$32.1M 0.37%
1,434,920
+281,339
44
$31.7M 0.37%
639,311
45
$30.2M 0.35%
486,101
46
$30.1M 0.35%
2,941,105
+991,954
47
$27.9M 0.33%
50,847
-1,192
48
$27.6M 0.32%
395,466
-4,107
49
$26.5M 0.31%
46,345
+7,424
50
$25.8M 0.3%
340,959
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