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
$1.94B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$29.5M
3
+$23.1M
4
BUD icon
AB InBev
BUD
+$20M
5
SHW icon
Sherwin-Williams
SHW
+$16.7M

Top Sells

1
+$31.6M
2
+$17.6M
3
+$7.91M
4
LOW icon
Lowe's Companies
LOW
+$5.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.64M

Sector Composition

1 Communication Services 18.26%
2 Healthcare 18.01%
3 Financials 12.72%
4 Consumer Discretionary 8.92%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$497K 0.03%
55,800
+2,700
152
$489K 0.03%
30,926
153
$484K 0.02%
3,387
+758
154
$476K 0.02%
24,434
+9,730
155
$472K 0.02%
7,886
156
$471K 0.02%
3,601
+172
157
$469K 0.02%
14,476
158
$467K 0.02%
2,344
+41
159
$465K 0.02%
+14,310
160
$464K 0.02%
+14,415
161
$450K 0.02%
30,169
+12,408
162
$443K 0.02%
+6,670
163
$441K 0.02%
12,070
164
$432K 0.02%
+18,463
165
$430K 0.02%
4,782
-371
166
$424K 0.02%
+4,357
167
$423K 0.02%
7,823
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168
$423K 0.02%
62,710
169
$422K 0.02%
7,280
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170
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18,275
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171
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+8,521
172
$415K 0.02%
+3,684
173
$413K 0.02%
+15,250
174
$413K 0.02%
9,790
+164
175
$405K 0.02%
6,773
+163
5 6
7
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