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
$5.38B
AUM Growth
+$629M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$21.7M
3
+$20.7M
4
NOC icon
Northrop Grumman
NOC
+$20.6M
5
NKE icon
Nike
NKE
+$7.31M

Top Sells

1
+$17.6M
2
+$15.9M
3
+$15M
4
W icon
Wayfair
W
+$14.6M
5
AMZN icon
Amazon
AMZN
+$10.8M

Sector Composition

1 Consumer Discretionary 29.1%
2 Communication Services 23.61%
3 Financials 10.98%
4 Healthcare 10.53%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$318K 0.01%
2,440
152
$315K 0.01%
3,082
+488
153
$308K 0.01%
5,287
-67
154
$306K 0.01%
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155
$306K 0.01%
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156
$300K 0.01%
+4,868
157
$286K 0.01%
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158
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159
$276K 0.01%
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160
$271K 0.01%
800
161
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1,600
162
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262
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164
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165
$253K ﹤0.01%
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166
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167
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$248K ﹤0.01%
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169
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170
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171
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172
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173
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+1,694
174
$206K ﹤0.01%
2,078
-1,200
175
$201K ﹤0.01%
4,500
4 5 6
7
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