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
$1.57B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$25M
3
+$15.4M
4
TDG icon
TransDigm Group
TDG
+$14.1M
5
W icon
Wayfair
W
+$11.8M

Top Sells

1
+$22.1M
2
+$21.3M
3
+$21M
4
PYPL icon
PayPal
PYPL
+$19M
5
DHR icon
Danaher
DHR
+$6.11M

Sector Composition

1 Healthcare 18.78%
2 Communication Services 18.51%
3 Financials 14.04%
4 Consumer Discretionary 9.55%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$541K 0.03%
5,176
127
$538K 0.03%
7,930
-24
128
$535K 0.03%
8,487
129
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130
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-76
131
$515K 0.03%
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132
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133
$497K 0.03%
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134
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135
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136
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137
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12,449
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138
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139
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140
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141
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142
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143
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146
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147
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148
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149
$417K 0.03%
62,710
150
$415K 0.03%
9,625
-30
4 5
6
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