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
$2.62B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$83.5M
2
+$36.7M
3
+$15.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.78M
5
SYY icon
Sysco
SYY
+$7.48M

Top Sells

1
+$45.4M
2
+$34.7M
3
+$20.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12M
5
BUD icon
AB InBev
BUD
+$8.32M

Sector Composition

1 Communication Services 20.26%
2 Consumer Discretionary 18.09%
3 Healthcare 11.21%
4 Technology 10.28%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.04%
+38,991
102
$1.09M 0.04%
51,272
+34,518
103
$1.06M 0.04%
4,842
104
$1.03M 0.04%
100,660
105
$991K 0.04%
15,073
106
$974K 0.04%
4,009
+159
107
$929K 0.04%
21,429
+3,529
108
$921K 0.04%
6,930
-1,732
109
$914K 0.03%
2,725
110
$910K 0.03%
4,336
111
$875K 0.03%
+14,203
112
$834K 0.03%
46,502
+23,748
113
$822K 0.03%
10,441
114
$794K 0.03%
7,295
115
$788K 0.03%
8,504
116
$764K 0.03%
+4,709
117
$760K 0.03%
6,353
118
$757K 0.03%
52,420
+28,004
119
$728K 0.03%
6,434
120
$722K 0.03%
16,000
121
$717K 0.03%
32,350
122
$716K 0.03%
1,435
123
$709K 0.03%
11,627
124
$708K 0.03%
9,671
-2,302
125
$652K 0.02%
15,649
3 4
5
6 7