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
$5.89B
AUM Growth
+$509M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$97.1M
2
+$55M
3
+$42.5M
4
BABA icon
Alibaba
BABA
+$34.4M
5
SYY icon
Sysco
SYY
+$20.1M

Top Sells

1
+$180M
2
+$5.52M
3
+$5.04M
4
BKNG icon
Booking.com
BKNG
+$5.03M
5
MDB icon
MongoDB
MDB
+$4.95M

Sector Composition

1 Consumer Discretionary 25.99%
2 Communication Services 24.48%
3 Financials 13.4%
4 Healthcare 10.75%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.28M 0.07%
61,924
-10,097
77
$4.14M 0.07%
27,395
78
$3.81M 0.06%
225,476
79
$3.48M 0.06%
10
80
$3.38M 0.06%
39,253
81
$3.29M 0.06%
37,460
82
$3.17M 0.05%
43,381
83
$3.16M 0.05%
223,322
84
$2.29M 0.04%
69,266
85
$2.17M 0.04%
15,868
86
$2.17M 0.04%
41,667
87
$2.08M 0.04%
11,631
88
$2.04M 0.03%
32,858
-2,160
89
$2M 0.03%
37,181
-167
90
$1.98M 0.03%
21,366
-1,622
91
$1.84M 0.03%
19,494
92
$1.83M 0.03%
30,840
93
$1.76M 0.03%
+17,004
94
$1.52M 0.03%
7,306
-321
95
$1.37M 0.02%
6,985
96
$1.36M 0.02%
10,670
+351
97
$1.35M 0.02%
4,418
-518
98
$1.35M 0.02%
14,667
+11,051
99
$1.31M 0.02%
590
100
$1.28M 0.02%
11,711
-26
2 3
4
5 6