AIM
Allen Investment Management Portfolio holdings
AUM
$9.17B
1-Year Return
26.06%
This Quarter Return
+8.42%
1 Year Return
+26.06%
3 Year Return
+97.46%
5 Year Return
+146.63%
10 Year Return
+482.84%
AUM
$4.2B
AUM Growth
+$404M
(+11%)
Cap. Flow
+$124M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
49.55%
Holding
196
New
4
Increased
38
Reduced
47
Closed
24
Top Buys
| 1 |
RTN
Raytheon Company
RTN
|
$34M |
| 2 |
Boeing
BA
|
$24.1M |
| 3 |
Invesco QQQ Trust
QQQ
|
$18.5M |
| 4 |
UnitedHealth
UNH
|
$14M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$13.8M |
Top Sells
| 1 |
Alerian MLP ETF
AMLP
|
$18.8M |
| 2 |
IQVIA
IQV
|
$11.9M |
| 3 |
Microsoft
MSFT
|
$9.92M |
| 4 |
Moody's
MCO
|
$9.45M |
| 5 |
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% |
