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
$1.94B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$29.5M
3
+$23.1M
4
BUD icon
AB InBev
BUD
+$20M
5
SHW icon
Sherwin-Williams
SHW
+$16.7M

Top Sells

1
+$31.6M
2
+$17.6M
3
+$7.91M
4
LOW icon
Lowe's Companies
LOW
+$5.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.64M

Sector Composition

1 Communication Services 18.26%
2 Healthcare 18.01%
3 Financials 12.72%
4 Consumer Discretionary 8.92%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.09%
7
77
$1.68M 0.09%
15,871
+171
78
$1.62M 0.08%
594,800
79
$1.57M 0.08%
24,182
-21,241
80
$1.54M 0.08%
+127,332
81
$1.53M 0.08%
25,331
+525
82
$1.46M 0.08%
45,603
+943
83
$1.42M 0.07%
11,479
+239
84
$1.41M 0.07%
11,836
+246
85
$1.32M 0.07%
15,906
-20,645
86
$1.28M 0.07%
13,213
+278
87
$1.17M 0.06%
9,375
-2,342
88
$1.16M 0.06%
18,555
-25,233
89
$1.15M 0.06%
23,104
90
$1.14M 0.06%
40,640
91
$1.14M 0.06%
32,535
-43,284
92
$1.12M 0.06%
4,182
93
$1.11M 0.06%
13,414
-5,429
94
$1.08M 0.06%
11,032
95
$1.06M 0.05%
25,314
96
$1.01M 0.05%
22,203
97
$998K 0.05%
48,924
+18,825
98
$989K 0.05%
4,798
-9,587
99
$971K 0.05%
+16,235
100
$961K 0.05%
9,382
-3,277
2 3
4
5 6