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
$5.38B
AUM Growth
+$629M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$21.7M
3
+$20.7M
4
NOC icon
Northrop Grumman
NOC
+$20.6M
5
NKE icon
Nike
NKE
+$7.31M

Top Sells

1
+$17.6M
2
+$15.9M
3
+$15M
4
W icon
Wayfair
W
+$14.6M
5
AMZN icon
Amazon
AMZN
+$10.8M

Sector Composition

1 Consumer Discretionary 29.1%
2 Communication Services 23.61%
3 Financials 10.98%
4 Healthcare 10.53%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.2M 0.19%
47,626
-896
52
$10.2M 0.19%
98,959
+219
53
$10.1M 0.19%
61,915
+145
54
$9.81M 0.18%
39,020
+1,064
55
$8.9M 0.17%
64,055
+151
56
$8.19M 0.15%
75,749
57
$8.1M 0.15%
16,195
-243
58
$8.03M 0.15%
195,490
+89,271
59
$7.79M 0.14%
65,950
60
$7.65M 0.14%
95,729
61
$7.54M 0.14%
31,073
62
$6.87M 0.13%
82,691
-9,025
63
$6.85M 0.13%
24,650
64
$6.36M 0.12%
76,735
65
$5.79M 0.11%
43,244
66
$5.67M 0.11%
16,755
-191
67
$5.52M 0.1%
14,945
68
$5.31M 0.1%
29,225
69
$5.18M 0.1%
90,155
+895
70
$4.83M 0.09%
34,912
+196
71
$4.7M 0.09%
38,618
72
$4.62M 0.09%
92,716
73
$4.53M 0.08%
91,678
+913
74
$4.51M 0.08%
14,989
+195
75
$4.34M 0.08%
72,021
-28,585
1 2
3
4 5