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
$2.24B
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$31.2M
3
+$30.2M
4
BUD icon
AB InBev
BUD
+$25.2M
5
SYY icon
Sysco
SYY
+$17.5M

Top Sells

1
+$47.5M
2
+$45.7M
3
+$13.5M
4
MCO icon
Moody's
MCO
+$13M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.5M

Sector Composition

1 Communication Services 19.29%
2 Healthcare 14.42%
3 Consumer Discretionary 12.57%
4 Financials 11.16%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$541K 0.02%
3,960
127
$540K 0.02%
3,757
-3,868
128
$532K 0.02%
8,770
129
$530K 0.02%
4,957
130
$492K 0.02%
29,055
-1,881
131
$442K 0.02%
4,467
132
$440K 0.02%
3,496
133
$434K 0.02%
4,154
-4,463
134
$423K 0.02%
4,500
135
$421K 0.02%
4,441
-2,910
136
$417K 0.02%
4,678
137
$409K 0.02%
15,234
138
$394K 0.02%
12,945
139
$384K 0.02%
3,280
140
$378K 0.02%
735
141
$377K 0.02%
4,774
142
$377K 0.02%
1,855
143
$373K 0.02%
24,416
-28,169
144
$364K 0.02%
11,700
145
$360K 0.02%
2,671
146
$358K 0.02%
5,087
147
$358K 0.02%
5,938
148
$336K 0.02%
3,325
149
$328K 0.01%
1,758
150
$322K 0.01%
994
-1,503
4 5
6
7 8