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
$2.24B
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$31.2M
3
+$30.2M
4
BUD icon
AB InBev
BUD
+$25.2M
5
SYY icon
Sysco
SYY
+$17.5M

Top Sells

1
+$47.5M
2
+$45.7M
3
+$13.5M
4
MCO icon
Moody's
MCO
+$13M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.5M

Sector Composition

1 Communication Services 19.29%
2 Healthcare 14.42%
3 Consumer Discretionary 12.57%
4 Financials 11.16%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.63M 0.07%
+53,473
77
$1.46M 0.07%
17,497
-19,559
78
$1.34M 0.06%
41,710
+25,760
79
$1.33M 0.06%
11,709
-122
80
$1.31M 0.06%
64,000
81
$1.29M 0.06%
17,573
-484
82
$1.19M 0.05%
11,644
-343
83
$1.19M 0.05%
21,612
-1,503
84
$1.13M 0.05%
6,462
-323
85
$1.13M 0.05%
10,463
-575
86
$1.13M 0.05%
4,925
-16,640
87
$1.12M 0.05%
40,640
88
$1.09M 0.05%
7,224
-236
89
$1.09M 0.05%
20,513
-1,165
90
$1.05M 0.05%
4,498
-144
91
$1.03M 0.05%
+30,880
92
$1.02M 0.05%
32,737
93
$1.01M 0.05%
35,264
-1,867
94
$999K 0.04%
15,073
-3,380
95
$982K 0.04%
12,036
96
$954K 0.04%
7,025
-507
97
$952K 0.04%
6,434
98
$905K 0.04%
100,660
99
$893K 0.04%
+42,420
100
$868K 0.04%
8,262
-296
2 3
4
5 6