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
$8.57B
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$59.1M
3
+$45.8M
4
APO icon
Apollo Global Management
APO
+$45.7M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$44.6M

Top Sells

1
+$150M
2
+$84.9M
3
+$77.4M
4
MMYT icon
MakeMyTrip
MMYT
+$22.1M
5
KKR icon
KKR & Co
KKR
+$13.5M

Sector Composition

1 Financials 34.97%
2 Technology 20.49%
3 Consumer Discretionary 11.8%
4 Communication Services 9.89%
5 Healthcare 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.6M 0.3%
83,485
+1,175
52
$24.5M 0.29%
147,610
-13,147
53
$24.4M 0.28%
78,507
54
$23.6M 0.28%
253,100
+230
55
$22.9M 0.27%
1,043,757
+144,024
56
$21.5M 0.25%
129,762
+37,139
57
$20.3M 0.24%
204,366
+26,851
58
$19.8M 0.23%
112,956
59
$18.8M 0.22%
587,500
60
$18.5M 0.22%
60,657
61
$17.9M 0.21%
249,500
62
$17.6M 0.2%
150,890
-481
63
$17.3M 0.2%
533,834
+221,965
64
$16.7M 0.19%
96,386
+69,570
65
$16.5M 0.19%
1,890,749
+359,379
66
$16.4M 0.19%
279,076
+15,485
67
$14.4M 0.17%
93,294
-18,482
68
$14.4M 0.17%
163,464
-30,163
69
$13.3M 0.16%
57,094
-642,589
70
$12.6M 0.15%
+25,478
71
$11.5M 0.13%
95,861
+31,689
72
$11.2M 0.13%
35,325
73
$11.2M 0.13%
65,679
74
$11M 0.13%
95,173
75
$9.8M 0.11%
72,973
1 2
3
4 5