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
$5.38B
AUM Growth
+$629M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$21.7M
3
+$20.7M
4
NOC icon
Northrop Grumman
NOC
+$20.6M
5
NKE icon
Nike
NKE
+$7.31M

Top Sells

1
+$17.6M
2
+$15.9M
3
+$15M
4
W icon
Wayfair
W
+$14.6M
5
AMZN icon
Amazon
AMZN
+$10.8M

Sector Composition

1 Consumer Discretionary 29.1%
2 Communication Services 23.61%
3 Financials 10.98%
4 Healthcare 10.53%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$513K 0.01%
5,938
127
$509K 0.01%
3,567
+42
128
$503K 0.01%
+4,056
129
$502K 0.01%
3,650
+1,978
130
$456K 0.01%
3,292
-2,723
131
$452K 0.01%
7,556
132
$441K 0.01%
5,000
133
$424K 0.01%
+3,493
134
$420K 0.01%
1,015
135
$416K 0.01%
3,943
136
$415K 0.01%
9,017
137
$411K 0.01%
5,464
138
$407K 0.01%
1,904
+315
139
$395K 0.01%
1,000
140
$381K 0.01%
1,720
141
$377K 0.01%
+1,483
142
$361K 0.01%
2,520
143
$354K 0.01%
2,126
+299
144
$347K 0.01%
+5,841
145
$336K 0.01%
34,248
146
$335K 0.01%
2,278
147
$332K 0.01%
4,102
-63
148
$329K 0.01%
+6,002
149
$323K 0.01%
+13,427
150
$320K 0.01%
+5,414
4 5
6
7 8