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
$1.57B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$25M
3
+$15.4M
4
TDG icon
TransDigm Group
TDG
+$14.1M
5
W icon
Wayfair
W
+$11.8M

Top Sells

1
+$22.1M
2
+$21.3M
3
+$21M
4
PYPL icon
PayPal
PYPL
+$19M
5
DHR icon
Danaher
DHR
+$6.11M

Sector Composition

1 Healthcare 18.78%
2 Communication Services 18.51%
3 Financials 14.04%
4 Consumer Discretionary 9.55%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.21%
124,884
-7,998
52
$3.06M 0.2%
47,789
53
$2.76M 0.18%
65,236
54
$2.71M 0.17%
55,389
55
$2.63M 0.17%
35,354
-1,695
56
$2.63M 0.17%
96,940
57
$2.55M 0.16%
105,820
58
$2.52M 0.16%
+67,478
59
$2.49M 0.16%
87,948
-14,760
60
$2.43M 0.16%
18,879
61
$2.26M 0.14%
+20,295
62
$2.21M 0.14%
20,931
63
$2.09M 0.13%
29,028
64
$1.98M 0.13%
18,326
65
$1.95M 0.12%
47,485
-463,116
66
$1.81M 0.12%
53,056
67
$1.75M 0.11%
33,123
68
$1.67M 0.11%
38,128
-5,053
69
$1.63M 0.1%
22,508
-437
70
$1.6M 0.1%
13,824
71
$1.56M 0.1%
52,908
72
$1.54M 0.1%
32,442
73
$1.52M 0.1%
18,843
-985
74
$1.51M 0.1%
7
75
$1.49M 0.1%
21,398
1 2
3
4 5