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
$4.75B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$67.9M
3
+$61.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$53.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$51.6M

Top Sells

1
+$83.6M
2
+$30.2M
3
+$26M
4
RTN
Raytheon Company
RTN
+$25.2M
5
TDG icon
TransDigm Group
TDG
+$20.1M

Sector Composition

1 Consumer Discretionary 27.47%
2 Communication Services 22.64%
3 Financials 11.49%
4 Healthcare 11.05%
5 Technology 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.09M 0.19%
48,522
52
$8.91M 0.19%
49,921
+861
53
$8.17M 0.17%
75,749
+29,548
54
$8.02M 0.17%
31,073
55
$7.8M 0.16%
65,950
+46,710
56
$7.66M 0.16%
57,141
+33,836
57
$7.64M 0.16%
63,904
+890
58
$7.62M 0.16%
91,716
59
$7.48M 0.16%
164,380
+2,100
60
$7.11M 0.15%
37,956
+320
61
$7.06M 0.15%
95,729
62
$6.63M 0.14%
261,457
63
$6.48M 0.14%
61,770
64
$6.34M 0.13%
76,735
-497
65
$6.1M 0.13%
24,650
+1,935
66
$5.76M 0.12%
100,606
67
$5.64M 0.12%
43,244
68
$5.5M 0.12%
14,945
69
$5.33M 0.11%
14,794
+50
70
$5.27M 0.11%
29,225
71
$5.19M 0.11%
34,716
72
$5.13M 0.11%
84,317
+70,956
73
$5.01M 0.11%
16,946
-44
74
$4.62M 0.1%
92,716
75
$4.56M 0.1%
89,260
1 2
3
4 5