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
126
$480K 0.01%
9,623
127
$471K 0.01%
6,173
128
$470K 0.01%
2,671
129
$464K 0.01%
33,024
130
$464K 0.01%
7,600
131
$456K 0.01%
7,010
-250
132
$453K 0.01%
5,938
133
$450K 0.01%
7,556
134
$427K 0.01%
3,325
-15
135
$425K 0.01%
4,500
136
$425K 0.01%
3,302
137
$422K 0.01%
33,428
138
$413K 0.01%
4,356
-65
139
$402K 0.01%
3,943
140
$378K 0.01%
1,915
-356
141
$370K 0.01%
3,318
-125
142
$368K 0.01%
1,720
143
$367K 0.01%
1,000
144
$355K 0.01%
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145
$354K 0.01%
800
146
$354K 0.01%
1,000
147
$352K 0.01%
6,887
148
$342K 0.01%
1,610
149
$341K 0.01%
58,040
150
$331K 0.01%
1,600
4 5
6
7 8