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AIM

Allen Investment Management Portfolio holdings

AUM $8.09B
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.66B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$159M
3
+$117M
4
KKR icon
KKR & Co
KKR
+$23.9M
5
AMLP icon
Alerian MLP ETF
AMLP
+$23.8M

Top Sells

1
+$319M
2
+$111M
3
+$87.3M
4
V icon
Visa
V
+$50.5M
5
NFLX icon
Netflix
NFLX
+$44.1M

Sector Composition

1 Financials 33.51%
2 Technology 20.04%
3 Consumer Discretionary 13.84%
4 Communication Services 11.23%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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