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
$1.57B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$25M
3
+$15.4M
4
TDG icon
TransDigm Group
TDG
+$14.1M
5
W icon
Wayfair
W
+$11.8M

Top Sells

1
+$22.1M
2
+$21.3M
3
+$21M
4
PYPL icon
PayPal
PYPL
+$19M
5
DHR icon
Danaher
DHR
+$6.11M

Sector Composition

1 Healthcare 18.78%
2 Communication Services 18.51%
3 Financials 14.04%
4 Consumer Discretionary 9.55%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$415K 0.03%
2,620
152
$414K 0.03%
4,500
153
$409K 0.03%
4,189
-4,557
154
$406K 0.03%
6,097
-9,257
155
$399K 0.03%
3,602
-4,036
156
$399K 0.03%
7,651
-23
157
$398K 0.03%
7,887
-23
158
$397K 0.03%
3,714
-4,162
159
$392K 0.03%
14,222
-16,216
160
$392K 0.03%
8,857
161
$391K 0.03%
7,924
-8,958
162
$390K 0.02%
19,450
163
$390K 0.02%
8,751
-212
164
$390K 0.02%
+2,939
165
$377K 0.02%
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166
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20,647
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167
$370K 0.02%
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168
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169
$359K 0.02%
4,678
170
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171
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172
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14,259
173
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14,335
-41
174
$343K 0.02%
6,789
+35
175
$338K 0.02%
8,000
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