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
$8.57B
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$59.1M
3
+$45.8M
4
APO icon
Apollo Global Management
APO
+$45.7M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$44.6M

Top Sells

1
+$150M
2
+$84.9M
3
+$77.4M
4
MMYT icon
MakeMyTrip
MMYT
+$22.1M
5
KKR icon
KKR & Co
KKR
+$13.5M

Sector Composition

1 Financials 34.97%
2 Technology 20.49%
3 Consumer Discretionary 11.8%
4 Communication Services 9.89%
5 Healthcare 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.07M 0.04%
+209,140
102
$3.03M 0.04%
11,420
-2,710
103
$2.96M 0.03%
10,398
104
$2.86M 0.03%
15,188
105
$2.77M 0.03%
10,530
106
$2.64M 0.03%
31,000
107
$2.45M 0.03%
70,079
108
$2.43M 0.03%
12,588
109
$2.43M 0.03%
32,368
-16,709
110
$2.29M 0.03%
23,400
111
$2.28M 0.03%
52,101
112
$2.05M 0.02%
5,539
+148
113
$1.95M 0.02%
20,000
114
$1.88M 0.02%
7,009
115
$1.83M 0.02%
32,989
-1,504
116
$1.82M 0.02%
38,618
117
$1.78M 0.02%
4,098
-212
118
$1.72M 0.02%
28,293
+1,066
119
$1.71M 0.02%
2,787
120
$1.69M 0.02%
8,060
121
$1.59M 0.02%
2,537
-262
122
$1.55M 0.02%
11,150
123
$1.54M 0.02%
11,600
-45
124
$1.47M 0.02%
18,728
125
$1.38M 0.02%
27,791
3 4
5
6 7