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
$2.62B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$83.5M
2
+$36.7M
3
+$15.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.78M
5
SYY icon
Sysco
SYY
+$7.48M

Top Sells

1
+$45.4M
2
+$34.7M
3
+$20.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12M
5
BUD icon
AB InBev
BUD
+$8.32M

Sector Composition

1 Communication Services 20.26%
2 Consumer Discretionary 18.09%
3 Healthcare 11.21%
4 Technology 10.28%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.04M 0.08%
32,737
77
$1.9M 0.07%
18,561
78
$1.84M 0.07%
17,489
+572
79
$1.83M 0.07%
13,422
+3,766
80
$1.82M 0.07%
7,469
+2,051
81
$1.78M 0.07%
8,034
82
$1.78M 0.07%
37,111
+525
83
$1.71M 0.07%
20,577
+6,039
84
$1.7M 0.06%
22,208
-4,415
85
$1.67M 0.06%
51,839
-1,941
86
$1.56M 0.06%
125,000
87
$1.55M 0.06%
10,990
+3,774
88
$1.41M 0.05%
10,668
+336
89
$1.37M 0.05%
20,488
90
$1.37M 0.05%
+4,581
91
$1.33M 0.05%
+28,015
92
$1.32M 0.05%
+223,800
93
$1.3M 0.05%
19,439
+6,186
94
$1.3M 0.05%
40,716
-1,970
95
$1.29M 0.05%
6,570
96
$1.24M 0.05%
49,716
-11,011
97
$1.19M 0.05%
25,185
-29,481
98
$1.18M 0.05%
40,640
99
$1.13M 0.04%
1,547
100
$1.12M 0.04%
27,565
+18,616
2 3
4
5 6