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

Top Buys

1
+$76.6M
2
+$59.1M
3
+$45.8M
4
APO icon
Apollo Global Management
APO
+$45.7M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$44.6M

Top Sells

1
+$150M
2
+$84.9M
3
+$77.4M
4
MMYT icon
MakeMyTrip
MMYT
+$22.1M
5
KKR icon
KKR & Co
KKR
+$13.5M

Sector Composition

1 Financials 34.97%
2 Technology 20.49%
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%
1,848
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
– –
-854
5 6 7
8
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