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
$4.2B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$24.1M
3
+$18.5M
4
UNH icon
UnitedHealth
UNH
+$14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.8M

Top Sells

1
+$18.8M
2
+$11.9M
3
+$9.92M
4
MCO icon
Moody's
MCO
+$9.45M
5
NFLX icon
Netflix
NFLX
+$7.18M

Sector Composition

1 Communication Services 22.59%
2 Consumer Discretionary 22.29%
3 Healthcare 10.51%
4 Technology 9.13%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$939K 0.02%
3,176
+683
102
$931K 0.02%
13,414
103
$922K 0.02%
16,000
104
$921K 0.02%
7,987
105
$918K 0.02%
15,338
-2,145
106
$915K 0.02%
6,353
107
$906K 0.02%
4,807
108
$892K 0.02%
15,950
-24,400
109
$876K 0.02%
6,931
-22,414
110
$875K 0.02%
10,078
-1,932
111
$801K 0.02%
7,622
112
$767K 0.02%
5,613
-150
113
$747K 0.02%
3,421
114
$708K 0.02%
8,000
115
$684K 0.02%
1,360
116
$664K 0.02%
30,935
117
$659K 0.02%
+22,160
118
$612K 0.01%
6,039
-16
119
$573K 0.01%
6,066
120
$547K 0.01%
5,466
121
$541K 0.01%
14,555
-4,414
122
$539K 0.01%
8,612
-38,040
123
$518K 0.01%
9,020
124
$486K 0.01%
3,486
125
$483K 0.01%
5,000
3 4
5
6 7