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
$1.04B
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$19.8M
3
+$12.3M
4
SLB icon
SLB Limited
SLB
+$11.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11M

Top Sells

1
+$51.7M
2
+$21.8M
3
+$10.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.4M
5
PBH icon
Prestige Consumer Healthcare
PBH
+$6.72M

Sector Composition

1 Healthcare 19.65%
2 Financials 11.64%
3 Consumer Discretionary 10.85%
4 Technology 9.99%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.16%
38,129
+969
77
$1.7M 0.16%
12,452
+638
78
$1.6M 0.15%
26,175
+1,738
79
$1.46M 0.14%
88,880
+541
80
$1.4M 0.13%
22,725
+867
81
$1.39M 0.13%
27,099
+612
82
$1.37M 0.13%
7
83
$1.32M 0.13%
97,283
+572
84
$1.26M 0.12%
13,983
-12,403
85
$1.25M 0.12%
+21,039
86
$1.18M 0.11%
148,296
+6,095
87
$1.14M 0.11%
+29,200
88
$1.12M 0.11%
16,217
+1,063
89
$1.09M 0.1%
+41,903
90
$1.08M 0.1%
14,957
91
$1.05M 0.1%
14,468
+569
92
$1.03M 0.1%
+29,468
93
$1M 0.1%
6,952
+247
94
$988K 0.09%
26,496
95
$988K 0.09%
18,632
+1,976
96
$985K 0.09%
46,179
+5,386
97
$952K 0.09%
23,182
+677
98
$946K 0.09%
23,416
-749
99
$933K 0.09%
12,965
+499
100
$919K 0.09%
34,904
+1,161
2 3
4
5 6