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
$2.24B
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$31.2M
3
+$30.2M
4
BUD icon
AB InBev
BUD
+$25.2M
5
SYY icon
Sysco
SYY
+$17.5M

Top Sells

1
+$47.5M
2
+$45.7M
3
+$13.5M
4
MCO icon
Moody's
MCO
+$13M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.5M

Sector Composition

1 Communication Services 19.29%
2 Healthcare 14.42%
3 Consumer Discretionary 12.57%
4 Financials 11.16%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.78M 0.17%
68,328
+4,557
52
$3.6M 0.16%
+23,080
53
$3.59M 0.16%
20,837
-190
54
$3.49M 0.16%
34,286
-411
55
$3.45M 0.15%
18,215
56
$3.4M 0.15%
47,197
57
$2.94M 0.13%
24,576
-17,505
58
$2.91M 0.13%
68,840
-5,744
59
$2.69M 0.12%
141,047
+66,858
60
$2.58M 0.12%
20,741
61
$2.57M 0.11%
42,080
62
$2.53M 0.11%
59,182
+48,911
63
$2.52M 0.11%
105,820
64
$2.51M 0.11%
32,928
+15,453
65
$2.46M 0.11%
21,170
+9,868
66
$2.39M 0.11%
13,610
+6,374
67
$2.33M 0.1%
148,053
-170,210
68
$2.27M 0.1%
54,794
-9,304
69
$2.23M 0.1%
44,600
+400
70
$2.08M 0.09%
7
71
$1.95M 0.09%
37,455
72
$1.83M 0.08%
125,021
73
$1.83M 0.08%
28,916
-7,114
74
$1.82M 0.08%
70,900
75
$1.72M 0.08%
18,220
-321
1 2
3
4 5