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
$5.89B
AUM Growth
+$509M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$90.8M
2
+$46.9M
3
+$42.6M
4
BABA icon
Alibaba
BABA
+$41M
5
SYY icon
Sysco
SYY
+$18.6M

Top Sells

1
+$160M
2
+$5.45M
3
+$4.65M
4
BKNG icon
Booking.com
BKNG
+$4.36M
5
W icon
Wayfair
W
+$4.24M

Sector Composition

1 Consumer Discretionary 25.99%
2 Communication Services 24.48%
3 Financials 13.4%
4 Healthcare 10.75%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$234K ﹤0.01%
+3,342
177
$233K ﹤0.01%
+2,324
178
$233K ﹤0.01%
+943
179
$232K ﹤0.01%
+6,256
180
$232K ﹤0.01%
11,072
181
$231K ﹤0.01%
2,648
182
$220K ﹤0.01%
4,500
183
$218K ﹤0.01%
+11,500
184
$216K ﹤0.01%
19,010
185
$215K ﹤0.01%
+2,856
186
$209K ﹤0.01%
1,446
-248
187
– –
-851
188
– –
-907
189
– –
-1,423
190
– –
-15,073
191
– –
-5,604
192
– –
-40,707
193
– –
-9,151
4 5 6 7
8