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
$1.94B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$29.5M
3
+$23.1M
4
BUD icon
AB InBev
BUD
+$20M
5
SHW icon
Sherwin-Williams
SHW
+$16.7M

Top Sells

1
+$31.6M
2
+$17.6M
3
+$7.91M
4
LOW icon
Lowe's Companies
LOW
+$5.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.64M

Sector Composition

1 Communication Services 18.26%
2 Healthcare 18.01%
3 Financials 12.72%
4 Consumer Discretionary 8.92%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$958K 0.05%
+22,658
102
$952K 0.05%
30,605
+404
103
$926K 0.05%
+37,685
104
$919K 0.05%
52,782
+20,956
105
$892K 0.05%
12,883
+426
106
$888K 0.05%
37,124
107
$858K 0.04%
12,151
+2,285
108
$840K 0.04%
10,962
109
$837K 0.04%
43,826
+18,854
110
$833K 0.04%
25,036
111
$799K 0.04%
15,542
112
$781K 0.04%
18,137
-19,993
113
$759K 0.04%
8,060
114
$758K 0.04%
12,223
115
$754K 0.04%
32,350
116
$744K 0.04%
6,266
+76
117
$743K 0.04%
3,809
+78
118
$728K 0.04%
16,000
119
$711K 0.04%
18,050
120
$701K 0.04%
6,995
121
$700K 0.04%
20,394
122
$682K 0.04%
16,346
123
$676K 0.03%
11,411
+282
124
$667K 0.03%
49,956
+633
125
$656K 0.03%
5,868
-2,465
3 4
5
6 7