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
$2.62B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$83.5M
2
+$36.7M
3
+$15.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.78M
5
SYY icon
Sysco
SYY
+$7.48M

Top Sells

1
+$45.4M
2
+$34.7M
3
+$20.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12M
5
BUD icon
AB InBev
BUD
+$8.32M

Sector Composition

1 Communication Services 20.26%
2 Consumer Discretionary 18.09%
3 Healthcare 11.21%
4 Technology 10.28%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$376K 0.01%
5,938
152
$373K 0.01%
3,318
-100
153
$362K 0.01%
7,600
154
$360K 0.01%
2,100
155
$359K 0.01%
1,758
156
$356K 0.01%
4,768
157
$352K 0.01%
11,700
158
$350K 0.01%
7,380
159
$346K 0.01%
1,855
160
$345K 0.01%
975
161
$332K 0.01%
1,600
162
$332K 0.01%
15,234
163
$299K 0.01%
1,003
164
$292K 0.01%
4,506
165
$284K 0.01%
262
166
$281K 0.01%
13,079
167
$276K 0.01%
1,000
168
$270K 0.01%
1,725
169
$268K 0.01%
2,731
170
$261K 0.01%
5,500
171
$251K 0.01%
12,344
172
$240K 0.01%
1,589
173
$221K 0.01%
+2,990
174
$209K 0.01%
+3,609
175
$203K 0.01%
+2,154
4 5 6
7
8