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
$1.94B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$29.5M
3
+$23.1M
4
BUD icon
AB InBev
BUD
+$20M
5
SHW icon
Sherwin-Williams
SHW
+$16.7M

Top Sells

1
+$31.6M
2
+$17.6M
3
+$7.91M
4
LOW icon
Lowe's Companies
LOW
+$5.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.64M

Sector Composition

1 Communication Services 18.26%
2 Healthcare 18.01%
3 Financials 12.72%
4 Consumer Discretionary 8.92%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$398K 0.02%
4,500
177
$391K 0.02%
9,693
+1
178
$389K 0.02%
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179
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180
$382K 0.02%
9,505
181
$362K 0.02%
15,479
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182
$355K 0.02%
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183
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184
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+1,548
185
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186
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187
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188
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189
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190
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191
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3,519
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192
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193
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194
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195
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196
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197
$284K 0.01%
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198
$282K 0.01%
6,142
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199
$275K 0.01%
3,398
+60
200
$267K 0.01%
9,094
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