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
$2.24B
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$31.2M
3
+$30.2M
4
BUD icon
AB InBev
BUD
+$25.2M
5
SYY icon
Sysco
SYY
+$17.5M

Top Sells

1
+$47.5M
2
+$45.7M
3
+$13.5M
4
MCO icon
Moody's
MCO
+$13M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.5M

Sector Composition

1 Communication Services 19.29%
2 Healthcare 14.42%
3 Consumer Discretionary 12.57%
4 Financials 11.16%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$855K 0.04%
11,767
-343
102
$843K 0.04%
17,900
103
$838K 0.04%
10,441
104
$822K 0.04%
8,504
-1,039
105
$816K 0.04%
6,133
106
$804K 0.04%
2,725
107
$797K 0.04%
6,650
-235
108
$787K 0.04%
15,652
109
$783K 0.04%
16,000
110
$761K 0.03%
38,456
-10,002
111
$731K 0.03%
30,276
112
$724K 0.03%
23,352
-1,245
113
$690K 0.03%
33,428
114
$671K 0.03%
32,350
115
$664K 0.03%
11,627
116
$663K 0.03%
15,165
117
$642K 0.03%
15,504
-848
118
$641K 0.03%
10,457
-42,542
119
$621K 0.03%
14,697
-849
120
$621K 0.03%
11,580
-649
121
$596K 0.03%
2,428
122
$592K 0.03%
8,449
123
$564K 0.03%
19,340
-1,058
124
$551K 0.02%
3,750
125
$547K 0.02%
3,841
3 4
5
6 7