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
$1.27B
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$18.5M
3
+$14.1M
4
MCO icon
Moody's
MCO
+$11.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11M

Top Sells

1
+$29M
2
+$21.1M
3
+$5.53M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$5.48M
5
WBA
Walgreens Boots Alliance
WBA
+$4.78M

Sector Composition

1 Healthcare 18.78%
2 Communication Services 17.36%
3 Financials 14.36%
4 Industrials 10.45%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$385K 0.03%
9,505
152
$374K 0.03%
28,477
153
$369K 0.03%
33,409
-12
154
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155
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163
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170
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173
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3,318
174
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27,690
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175
$285K 0.02%
27,568
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