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
$5.38B
AUM Growth
+$629M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$21.7M
3
+$20.7M
4
NOC icon
Northrop Grumman
NOC
+$20.6M
5
NKE icon
Nike
NKE
+$7.31M

Top Sells

1
+$17.6M
2
+$15.9M
3
+$15M
4
W icon
Wayfair
W
+$14.6M
5
AMZN icon
Amazon
AMZN
+$10.8M

Sector Composition

1 Consumer Discretionary 29.1%
2 Communication Services 23.61%
3 Financials 10.98%
4 Healthcare 10.53%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$201K ﹤0.01%
+907
177
$190K ﹤0.01%
+11,072
178
$182K ﹤0.01%
19,010
179
$157K ﹤0.01%
33,428
180
– –
-2,450
181
– –
-4,506
182
– –
-14,549
183
– –
-22,722
184
– –
-5,802
185
– –
-7,150
186
– –
-3,498
187
– –
-7,892
188
– –
-1,570
189
– –
-4,078
190
– –
-5,750
191
– –
-55,400
4 5 6 7
8