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
$5.89B
AUM Growth
+$509M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$97.1M
2
+$55M
3
+$42.5M
4
BABA icon
Alibaba
BABA
+$34.4M
5
SYY icon
Sysco
SYY
+$20.1M

Top Sells

1
+$180M
2
+$5.52M
3
+$5.04M
4
BKNG icon
Booking.com
BKNG
+$5.03M
5
MDB icon
MongoDB
MDB
+$4.95M

Sector Composition

1 Consumer Discretionary 25.99%
2 Communication Services 24.48%
3 Financials 13.4%
4 Healthcare 10.75%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.27M 0.02%
+10,530
102
$1.27M 0.02%
29,020
+5,160
103
$1.25M 0.02%
40,391
104
$1.09M 0.02%
3,176
105
$1.07M 0.02%
4,807
106
$1.03M 0.02%
6,028
107
$1.03M 0.02%
13,208
-712
108
$1.02M 0.02%
9,489
+846
109
$980K 0.02%
50,953
110
$978K 0.02%
7,743
-201
111
$942K 0.02%
72,160
+1,240
112
$931K 0.02%
4,337
-442
113
$924K 0.02%
1,280
-115
114
$918K 0.02%
15,202
+10,334
115
$894K 0.02%
16,000
116
$879K 0.01%
3,308
+14
117
$814K 0.01%
13,952
118
$774K 0.01%
7,101
119
$765K 0.01%
4,225
+169
120
$734K 0.01%
19,936
+47
121
$644K 0.01%
2,671
122
$640K 0.01%
3,011
-343
123
$611K 0.01%
1,720
+21
124
$606K 0.01%
5,908
-30
125
$604K 0.01%
12,127
-955
3 4
5
6 7