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
126
$1.36M 0.02%
7,743
127
$1.35M 0.02%
35,786
128
$1.3M 0.02%
6,500
129
$1.3M 0.02%
10,894
+611
130
$1.29M 0.02%
4,562
131
$1.27M 0.01%
4,689
132
$1.19M 0.01%
32,901
133
$1.18M 0.01%
26,163
-4,537
134
$1.16M 0.01%
12,901
135
$1.12M 0.01%
3,242
136
$1.12M 0.01%
+23,902
137
$1.07M 0.01%
16,000
138
$1.03M 0.01%
8,117
139
$984K 0.01%
4,250
140
$941K 0.01%
1,386
141
$902K 0.01%
6,449
142
$802K 0.01%
7,640
143
$767K 0.01%
5,464
144
$765K 0.01%
6,666
-220
145
$751K 0.01%
3,750
146
$701K 0.01%
22,479
147
$697K 0.01%
5,268
148
$648K 0.01%
18,987
149
$639K 0.01%
5,439
150
$638K 0.01%
21,781
4 5
6
7 8