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
$5.38B
AUM Growth
+$629M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$21.7M
3
+$20.7M
4
NOC icon
Northrop Grumman
NOC
+$20.6M
5
NKE icon
Nike
NKE
+$7.31M

Top Sells

1
+$17.6M
2
+$15.9M
3
+$15M
4
W icon
Wayfair
W
+$14.6M
5
AMZN icon
Amazon
AMZN
+$10.8M

Sector Composition

1 Consumer Discretionary 29.1%
2 Communication Services 23.61%
3 Financials 10.98%
4 Healthcare 10.53%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.29M 0.06%
40,707
-6,214
77
$3.2M 0.06%
10
78
$3.15M 0.06%
225,476
79
$3.03M 0.06%
+27,395
80
$2.96M 0.06%
39,253
-2,026
81
$2.96M 0.06%
223,322
82
$2.91M 0.05%
37,460
83
$2.76M 0.05%
43,381
-40,936
84
$2.15M 0.04%
22,988
-75
85
$2.14M 0.04%
41,667
86
$2.1M 0.04%
57,609
+312
87
$2.06M 0.04%
11,631
88
$1.87M 0.03%
15,868
-4,780
89
$1.85M 0.03%
35,018
-6,940
90
$1.84M 0.03%
69,266
91
$1.79M 0.03%
19,494
92
$1.5M 0.03%
7,627
+317
93
$1.28M 0.02%
11,737
+26
94
$1.26M 0.02%
30,840
95
$1.16M 0.02%
37,348
-235,540
96
$1.16M 0.02%
40,391
-2,000
97
$1.14M 0.02%
4,936
+530
98
$1.11M 0.02%
590
99
$1.1M 0.02%
13,920
+2,919
100
$1.05M 0.02%
4,779
+242
2 3
4
5 6