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
$5.89B
AUM Growth
+$509M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$97.1M
2
+$55M
3
+$42.5M
4
BABA icon
Alibaba
BABA
+$34.4M
5
SYY icon
Sysco
SYY
+$20.1M

Top Sells

1
+$180M
2
+$5.52M
3
+$5.04M
4
BKNG icon
Booking.com
BKNG
+$5.03M
5
MDB icon
MongoDB
MDB
+$4.95M

Sector Composition

1 Consumer Discretionary 25.99%
2 Communication Services 24.48%
3 Financials 13.4%
4 Healthcare 10.75%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.19%
47,440
-186
52
$11.2M 0.19%
98,677
-282
53
$10.5M 0.18%
21,080
-127
54
$9.78M 0.17%
31,073
55
$9.59M 0.16%
15,492
-290,877
56
$9.3M 0.16%
78,671
+12,721
57
$8.94M 0.15%
107,353
+30,618
58
$8.9M 0.15%
63,989
-66
59
$8.76M 0.15%
16,205
+10
60
$8.69M 0.15%
39,054
+34
61
$8.69M 0.15%
95,729
62
$8.37M 0.14%
164,192
+106,583
63
$8.19M 0.14%
75,749
64
$7.73M 0.13%
24,650
65
$7.29M 0.12%
14,945
66
$6.99M 0.12%
84,291
+1,600
67
$6.87M 0.12%
38,618
68
$6.83M 0.12%
29,225
69
$6.35M 0.11%
43,459
+215
70
$5.99M 0.1%
16,775
+20
71
$5.33M 0.09%
14,794
-195
72
$5.23M 0.09%
89,415
-740
73
$5.16M 0.09%
34,657
-255
74
$5.01M 0.09%
91,383
-295
75
$4.62M 0.08%
92,716
1 2
3
4 5