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
$1.94B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$29.5M
3
+$23.1M
4
BUD icon
AB InBev
BUD
+$20M
5
SHW icon
Sherwin-Williams
SHW
+$16.7M

Top Sells

1
+$31.6M
2
+$17.6M
3
+$7.91M
4
LOW icon
Lowe's Companies
LOW
+$5.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.64M

Sector Composition

1 Communication Services 18.26%
2 Healthcare 18.01%
3 Financials 12.72%
4 Consumer Discretionary 8.92%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.19%
40,018
-1,651
52
$3.65M 0.19%
51,734
-3,704
53
$3.33M 0.17%
38,573
-1,394
54
$2.98M 0.15%
47,070
-56,984
55
$2.9M 0.15%
+69,185
56
$2.9M 0.15%
20,788
+11,085
57
$2.88M 0.15%
55,391
+1
58
$2.85M 0.15%
79,360
+26,304
59
$2.82M 0.15%
134,442
+70,601
60
$2.82M 0.15%
66,436
+1,200
61
$2.78M 0.14%
13,399
+7,173
62
$2.76M 0.14%
+23,918
63
$2.74M 0.14%
103,576
+90,399
64
$2.73M 0.14%
55,397
+47,522
65
$2.71M 0.14%
32,342
+17,306
66
$2.68M 0.14%
18,062
-8,880
67
$2.64M 0.14%
73,548
-12,284
68
$2.62M 0.13%
96,940
69
$2.43M 0.13%
29,833
-388,010
70
$2.38M 0.12%
20,741
-190
71
$2.32M 0.12%
105,820
72
$2.09M 0.11%
14,135
+2,618
73
$1.95M 0.1%
33,123
74
$1.93M 0.1%
+44,200
75
$1.78M 0.09%
36,816
+396
1 2
3
4 5