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
$4.2B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$24.1M
3
+$18.5M
4
UNH icon
UnitedHealth
UNH
+$14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.8M

Top Sells

1
+$18.8M
2
+$11.9M
3
+$9.92M
4
MCO icon
Moody's
MCO
+$9.45M
5
NFLX icon
Netflix
NFLX
+$7.18M

Sector Composition

1 Communication Services 22.59%
2 Consumer Discretionary 22.29%
3 Healthcare 10.51%
4 Technology 9.13%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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