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
$1.57B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$25M
3
+$15.4M
4
TDG icon
TransDigm Group
TDG
+$14.1M
5
W icon
Wayfair
W
+$11.8M

Top Sells

1
+$22.1M
2
+$21.3M
3
+$21M
4
PYPL icon
PayPal
PYPL
+$19M
5
DHR icon
Danaher
DHR
+$6.11M

Sector Composition

1 Healthcare 18.78%
2 Communication Services 18.51%
3 Financials 14.04%
4 Consumer Discretionary 9.55%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.09%
50,643
77
$1.41M 0.09%
14,274
-12,132
78
$1.39M 0.09%
28,822
-457,005
79
$1.17M 0.07%
22,521
80
$1.12M 0.07%
12,659
81
$1.1M 0.07%
40,640
82
$1.09M 0.07%
6,536
-164
83
$1.09M 0.07%
6,145
-125
84
$1.09M 0.07%
52,709
+38,699
85
$1.07M 0.07%
11,032
86
$1.02M 0.07%
5,115
+3,768
87
$1.02M 0.07%
594,800
88
$1M 0.06%
23,104
89
$1M 0.06%
4,182
-87,419
90
$1M 0.06%
12,315
+9,037
91
$999K 0.06%
15,643
92
$990K 0.06%
25,036
93
$981K 0.06%
7,978
+5,895
94
$970K 0.06%
24,638
-699
95
$964K 0.06%
8,863
-434
96
$958K 0.06%
37,124
97
$927K 0.06%
+16,630
98
$924K 0.06%
20,073
-1,031
99
$921K 0.06%
57,565
+1,248
100
$877K 0.06%
6,983
-27
2 3
4
5 6