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
$5.89B
AUM Growth
+$509M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$97.1M
2
+$55M
3
+$42.5M
4
BABA icon
Alibaba
BABA
+$34.4M
5
SYY icon
Sysco
SYY
+$20.1M

Top Sells

1
+$180M
2
+$5.52M
3
+$5.04M
4
BKNG icon
Booking.com
BKNG
+$5.03M
5
MDB icon
MongoDB
MDB
+$4.95M

Sector Composition

1 Consumer Discretionary 25.99%
2 Communication Services 24.48%
3 Financials 13.4%
4 Healthcare 10.75%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$375K 0.01%
3,812
+730
152
$366K 0.01%
2,278
153
$364K 0.01%
11,457
154
$353K 0.01%
33,428
155
$350K 0.01%
2,440
156
$350K 0.01%
5,500
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157
$341K 0.01%
4,500
158
$328K 0.01%
2,062
-64
159
$328K 0.01%
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160
$327K 0.01%
1,421
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161
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162
$319K 0.01%
5,322
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163
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164
$300K 0.01%
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165
$291K ﹤0.01%
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166
$284K ﹤0.01%
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167
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168
$282K ﹤0.01%
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169
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800
170
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171
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262
172
$254K ﹤0.01%
546
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173
$246K ﹤0.01%
3,067
174
$240K ﹤0.01%
+8,110
175
$236K ﹤0.01%
+8,004
4 5 6
7
8