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
$8.57B
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$59.1M
3
+$45.8M
4
APO icon
Apollo Global Management
APO
+$45.7M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$44.6M

Top Sells

1
+$150M
2
+$84.9M
3
+$77.4M
4
MMYT icon
MakeMyTrip
MMYT
+$22.1M
5
KKR icon
KKR & Co
KKR
+$13.5M

Sector Composition

1 Financials 34.97%
2 Technology 20.49%
3 Consumer Discretionary 11.8%
4 Communication Services 9.89%
5 Healthcare 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.53M 0.11%
112,863
-24,368
77
$9.26M 0.11%
33,954
78
$9.08M 0.11%
25,154
79
$8.62M 0.1%
74,560
-116,364
80
$8.13M 0.09%
32,000
81
$7.98M 0.09%
10
82
$7.9M 0.09%
40,746
83
$7.51M 0.09%
257,827
84
$6.87M 0.08%
1,022,165
85
$6.86M 0.08%
18,723
-12,344
86
$6.54M 0.08%
62,583
87
$6.16M 0.07%
204,584
88
$6.05M 0.07%
86,171
89
$6.04M 0.07%
88,947
90
$6.01M 0.07%
19,230
91
$5.47M 0.06%
6,626
+94
92
$5.27M 0.06%
116,683
93
$4.25M 0.05%
4,498
+2,880
94
$4.05M 0.05%
19,735
-20,079
95
$3.73M 0.04%
15,000
96
$3.65M 0.04%
38,250
97
$3.65M 0.04%
30,538
98
$3.54M 0.04%
29,195
99
$3.41M 0.04%
85,563
-85,563
100
$3.14M 0.04%
38,381
-157,457
2 3
4
5 6