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
$8.57B
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$66.2M
3
+$51.3M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$43M
5
ANET icon
Arista Networks
ANET
+$42.3M

Top Sells

1
+$158M
2
+$90.7M
3
+$84.5M
4
MMYT icon
MakeMyTrip
MMYT
+$22.1M
5
KKR icon
KKR & Co
KKR
+$16M

Sector Composition

1 Financials 35.03%
2 Technology 20.43%
3 Consumer Discretionary 11.8%
4 Communication Services 9.89%
5 Healthcare 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$391K ﹤0.01%
1,961
177
$386K ﹤0.01%
6,463
178
$376K ﹤0.01%
1,589
179
$373K ﹤0.01%
1,408
180
$347K ﹤0.01%
698
181
$339K ﹤0.01%
5,133
+348
182
$328K ﹤0.01%
178
183
$308K ﹤0.01%
2,041
184
$297K ﹤0.01%
1,935
185
$272K ﹤0.01%
4,808
186
$272K ﹤0.01%
1,610
187
$266K ﹤0.01%
566
188
$261K ﹤0.01%
3,000
189
$239K ﹤0.01%
5,726
-135
190
$234K ﹤0.01%
9,364
191
$232K ﹤0.01%
760
-628
192
$232K ﹤0.01%
2,696
193
$230K ﹤0.01%
2,236
+78
194
$219K ﹤0.01%
+846
195
$215K ﹤0.01%
1,483
196
$206K ﹤0.01%
+1,000
197
$204K ﹤0.01%
4,089
198
$79.3K ﹤0.01%
15,067
199
$50.5K ﹤0.01%
18,503
200
– –
-4,800
5 6 7
8
9