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
$2.62B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$83.5M
2
+$36.7M
3
+$15.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.78M
5
SYY icon
Sysco
SYY
+$7.48M

Top Sells

1
+$45.4M
2
+$34.7M
3
+$20.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12M
5
BUD icon
AB InBev
BUD
+$8.32M

Sector Composition

1 Communication Services 20.26%
2 Consumer Discretionary 18.09%
3 Healthcare 11.21%
4 Technology 10.28%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.4M 0.21%
+108,766
52
$5.27M 0.2%
38,843
53
$5.26M 0.2%
320,060
+172,007
54
$5.16M 0.2%
+68,259
55
$4.94M 0.19%
75,694
+40,263
56
$4.06M 0.15%
28,185
57
$4.05M 0.15%
24,654
58
$3.9M 0.15%
20,000
59
$3.86M 0.15%
49,439
-4,337
60
$3.8M 0.14%
68,760
61
$3.72M 0.14%
84,813
+474
62
$3.63M 0.14%
78,372
63
$3.54M 0.13%
128,346
-422
64
$3.47M 0.13%
28,636
+4,372
65
$3.38M 0.13%
47,479
+282
66
$3.02M 0.12%
88,290
67
$3.02M 0.12%
105,820
68
$2.92M 0.11%
24,295
-4,320
69
$2.82M 0.11%
10
70
$2.7M 0.1%
64,000
71
$2.52M 0.1%
20,741
72
$2.47M 0.09%
20,742
73
$2.38M 0.09%
98,097
-25,801
74
$2.27M 0.09%
55,380
-4,104
75
$2.13M 0.08%
54,674
1 2
3
4 5