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
$4.2B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$24.1M
3
+$18.5M
4
UNH icon
UnitedHealth
UNH
+$14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.8M

Top Sells

1
+$18.8M
2
+$11.9M
3
+$9.92M
4
MCO icon
Moody's
MCO
+$9.45M
5
NFLX icon
Netflix
NFLX
+$7.18M

Sector Composition

1 Communication Services 22.59%
2 Consumer Discretionary 22.29%
3 Healthcare 10.51%
4 Technology 9.13%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.2M 0.22%
261,457
+250,000
52
$8.8M 0.21%
54,137
-8
53
$8.2M 0.2%
83,400
54
$8.14M 0.19%
100,424
+9,148
55
$7.82M 0.19%
62,615
56
$7.59M 0.18%
95,729
+122
57
$6.91M 0.16%
20,957
-301
58
$6.81M 0.16%
114,571
-5,374
59
$6.75M 0.16%
83,725
+114
60
$6.57M 0.16%
100,606
61
$6.41M 0.15%
85,066
-15,656
62
$6.31M 0.15%
107,720
63
$6.22M 0.15%
126,728
64
$6.22M 0.15%
10,875
-1,988
65
$6.16M 0.15%
41,782
-361
66
$6.16M 0.15%
34,906
67
$5.9M 0.14%
35,854
-3,166
68
$5.53M 0.13%
29,405
+4,875
69
$5M 0.12%
16,758
+2,803
70
$4.99M 0.12%
125,600
71
$4.93M 0.12%
46,136
+3,562
72
$4.89M 0.12%
88,792
73
$4.7M 0.11%
84,930
74
$4.55M 0.11%
92,716
75
$4.34M 0.1%
134,210
-222,000
1 2
3
4 5