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
$4.2B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$24.1M
3
+$18.5M
4
UNH icon
UnitedHealth
UNH
+$14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.8M

Top Sells

1
+$18.8M
2
+$11.9M
3
+$9.92M
4
MCO icon
Moody's
MCO
+$9.45M
5
NFLX icon
Netflix
NFLX
+$7.18M

Sector Composition

1 Communication Services 22.59%
2 Consumer Discretionary 22.29%
3 Healthcare 10.51%
4 Technology 9.13%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.27M 0.1%
13,222
+2,166
77
$4.25M 0.1%
28,384
+7,021
78
$4.21M 0.1%
38,939
-1,408
79
$4.07M 0.1%
218,336
80
$3.89M 0.09%
86,731
81
$3.7M 0.09%
21,991
82
$3.4M 0.08%
10
-2
83
$3.33M 0.08%
184,111
+168,904
84
$3.27M 0.08%
57,134
85
$2.86M 0.07%
39,340
86
$2.82M 0.07%
20,648
-8
87
$2.73M 0.07%
50,738
88
$2.46M 0.06%
22,722
89
$2.38M 0.06%
104,719
-17,103
90
$2.25M 0.05%
25,785
+114
91
$2.13M 0.05%
103,317
92
$2.06M 0.05%
1,381
93
$1.71M 0.04%
38,618
94
$1.71M 0.04%
19,494
95
$1.66M 0.04%
11,631
96
$1.52M 0.04%
+42,391
97
$1.19M 0.03%
30,840
+138
98
$1.16M 0.03%
6,985
99
$1.04M 0.02%
15,073
100
$1.01M 0.02%
11,600
-27
2 3
4
5 6