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
$4.2B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$24.1M
3
+$18.5M
4
UNH icon
UnitedHealth
UNH
+$14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.8M

Top Sells

1
+$18.8M
2
+$11.9M
3
+$9.92M
4
MCO icon
Moody's
MCO
+$9.45M
5
NFLX icon
Netflix
NFLX
+$7.18M

Sector Composition

1 Communication Services 22.59%
2 Consumer Discretionary 22.29%
3 Healthcare 10.51%
4 Technology 9.13%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$318K 0.01%
5,464
152
$316K 0.01%
4,056
153
$314K 0.01%
2,075
-1,025
154
$310K 0.01%
4,506
155
$308K 0.01%
1,589
156
$303K 0.01%
3,616
157
$300K 0.01%
262
158
$286K 0.01%
2,278
159
$272K 0.01%
4,313
160
$262K 0.01%
2,440
161
$261K 0.01%
3,202
162
$258K 0.01%
5,802
163
$255K 0.01%
18,558
164
$250K 0.01%
2,990
165
$246K 0.01%
8,004
166
$245K 0.01%
7,750
-40
167
$236K 0.01%
+5,500
168
$228K 0.01%
1,250
169
$221K 0.01%
3,436
170
$220K 0.01%
943
171
$215K 0.01%
4,500
-24,999
172
$213K 0.01%
1,500
173
– –
-7,882
174
– –
-35,361
175
– –
-2,272
4 5 6
7
8