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
$1.04B
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$19.8M
3
+$12.3M
4
SLB icon
SLB Limited
SLB
+$11.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11M

Top Sells

1
+$51.7M
2
+$21.8M
3
+$10.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.4M
5
PBH icon
Prestige Consumer Healthcare
PBH
+$6.72M

Sector Composition

1 Healthcare 19.65%
2 Financials 11.64%
3 Consumer Discretionary 10.85%
4 Technology 9.99%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.14M 0.3%
30,429
+19,740
52
$3.05M 0.29%
86,499
+9,981
53
$2.94M 0.28%
61,326
+8,337
54
$2.93M 0.28%
27,385
+18,752
55
$2.85M 0.27%
130,556
+9,643
56
$2.83M 0.27%
102,824
-103,276
57
$2.82M 0.27%
38,738
+2,520
58
$2.62M 0.25%
65,211
+25
59
$2.61M 0.25%
23,785
-9,195
60
$2.59M 0.25%
42,919
+3,089
61
$2.5M 0.24%
36,287
+931
62
$2.32M 0.22%
19,556
+15,729
63
$2.28M 0.22%
51,526
+33,196
64
$2.22M 0.21%
76,662
+5,236
65
$2.16M 0.21%
71,646
+3,103
66
$2.13M 0.21%
54,497
+4,079
67
$2.13M 0.2%
74,968
+4,044
68
$2.13M 0.2%
57,431
+5,360
69
$2M 0.19%
31,903
+2,875
70
$1.98M 0.19%
128,271
+10,674
71
$1.95M 0.19%
46,508
72
$1.77M 0.17%
22,220
73
$1.75M 0.17%
18,879
+11,717
74
$1.74M 0.17%
16,526
75
$1.71M 0.16%
18,347
-14,568
1 2
3
4 5