AIM

Allen Investment Management Portfolio holdings

AUM $9.03B
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$30.7M
3
+$29M
4
BUD icon
AB InBev
BUD
+$26.6M
5
SYY icon
Sysco
SYY
+$16.3M

Top Sells

1
+$48.4M
2
+$45.7M
3
+$12.9M
4
SCHW icon
Charles Schwab
SCHW
+$12.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M

Sector Composition

1 Communication Services 19.29%
2 Healthcare 14.42%
3 Consumer Discretionary 12.57%
4 Financials 11.16%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,166
177
– –
-3,487
178
– –
-17,106
179
– –
-6,756
180
– –
-16,554
181
– –
-14,245
182
– –
-9,840
183
– –
-5,536
184
– –
-7,506
185
– –
-2,071
186
– –
-40,714
187
– –
-7,874
188
– –
-5,229
189
– –
-3,760
190
– –
-2,810
191
– –
-8,800
192
– –
-21,106
193
– –
-86,021
194
– –
-6,088
195
– –
-7,234
196
– –
-2,647
197
– –
-4,695
198
– –
-36,816
199
– –
-6,184
200
– –
-654,431
5 6 7
8
9