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
$3.34B
AUM Growth
-$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$66.3M
3
+$44M
4
ORLY icon
O'Reilly Automotive
ORLY
+$42.6M
5
VT icon
Vanguard Total World Stock ETF
VT
+$36.6M

Top Sells

1
+$157M
2
+$38.3M
3
+$37.3M
4
BA icon
Boeing
BA
+$31.7M
5
BKNG icon
Booking.com
BKNG
+$29.6M

Sector Composition

1 Communication Services 25.68%
2 Consumer Discretionary 23.97%
3 Healthcare 12.1%
4 Technology 10.63%
5 Financials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.83M 0.09%
+23,305
77
$2.72M 0.08%
10
78
$2.65M 0.08%
1,612
+231
79
$2.43M 0.07%
225,476
+7,140
80
$2.3M 0.07%
40,254
+914
81
$2.24M 0.07%
182,411
-1,700
82
$2.22M 0.07%
+19,240
83
$2.22M 0.07%
24,802
-983
84
$2.07M 0.06%
38,531
+19,037
85
$2.05M 0.06%
+41,667
86
$2.05M 0.06%
20,648
87
$1.89M 0.06%
41,525
+25,575
88
$1.83M 0.05%
+20,388
89
$1.72M 0.05%
11,631
90
$1.7M 0.05%
41,958
-8,780
91
$1.64M 0.05%
103,900
+583
92
$1.59M 0.05%
+67,860
93
$1.52M 0.05%
+37,460
94
$1.48M 0.04%
38,618
95
$1.32M 0.04%
42,391
96
$1.28M 0.04%
22,722
97
$1.03M 0.03%
+7,310
98
$924K 0.03%
11,711
+111
99
$875K 0.03%
16,173
+835
100
$843K 0.03%
30,840
2 3
4
5 6