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
$7.3B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$11M
3
+$10.3M
4
AAP icon
Advance Auto Parts
AAP
+$8.86M
5
SCHW icon
Charles Schwab
SCHW
+$8.47M

Top Sells

1
+$52.5M
2
+$31.6M
3
+$19.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.6M
5
NOW icon
ServiceNow
NOW
+$12.5M

Sector Composition

1 Communication Services 26.25%
2 Consumer Discretionary 21.34%
3 Financials 17.45%
4 Technology 11.14%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.68M 0.06%
230,289
77
$4.67M 0.06%
94,583
78
$4.6M 0.06%
61,924
79
$4.11M 0.06%
10
80
$3.91M 0.05%
39,744
+491
81
$3.64M 0.05%
9,240
82
$3.64M 0.05%
230,375
83
$3.53M 0.05%
22,479
84
$3.38M 0.05%
43,381
85
$3.12M 0.04%
43,129
86
$2.56M 0.04%
49,917
87
$2.52M 0.03%
58,177
88
$2.48M 0.03%
15,835
89
$2.46M 0.03%
30,840
90
$2.4M 0.03%
100,049
91
$2.39M 0.03%
+33,000
92
$2.21M 0.03%
35,778
+2,920
93
$2.03M 0.03%
+22,500
94
$2.02M 0.03%
9,235
+1,575
95
$1.93M 0.03%
16,787
96
$1.91M 0.03%
11,631
97
$1.85M 0.03%
59,020
98
$1.83M 0.03%
10,530
99
$1.82M 0.02%
20,361
100
$1.82M 0.02%
14,194
2 3
4
5 6