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
$8.57B
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$59.1M
3
+$45.8M
4
APO icon
Apollo Global Management
APO
+$45.7M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$44.6M

Top Sells

1
+$150M
2
+$84.9M
3
+$77.4M
4
MMYT icon
MakeMyTrip
MMYT
+$22.1M
5
KKR icon
KKR & Co
KKR
+$13.5M

Sector Composition

1 Financials 34.97%
2 Technology 20.49%
3 Consumer Discretionary 11.8%
4 Communication Services 9.89%
5 Healthcare 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$630K 0.01%
21,106
-19,285
152
$629K 0.01%
7,556
153
$623K 0.01%
5,000
154
$619K 0.01%
17,154
155
$614K 0.01%
6,781
156
$576K 0.01%
3,943
157
$570K 0.01%
11,759
158
$532K 0.01%
1,600
159
$532K 0.01%
1,976
160
$522K 0.01%
10,520
161
$501K 0.01%
6,549
162
$490K 0.01%
262
163
$477K 0.01%
8,005
164
$476K 0.01%
+7,499
165
$475K 0.01%
5,813
166
$471K 0.01%
4,034
167
$470K 0.01%
3,200
168
$450K 0.01%
2,278
169
$444K 0.01%
2,961
-37
170
$440K 0.01%
1,720
171
$431K 0.01%
2,520
172
$420K ﹤0.01%
3,202
173
$413K ﹤0.01%
800
174
$410K ﹤0.01%
3,318
175
$407K ﹤0.01%
3,231
5 6
7
8 9