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

Top Buys

1
+$97.1M
2
+$55M
3
+$42.5M
4
BABA icon
Alibaba
BABA
+$34.4M
5
SYY icon
Sysco
SYY
+$20.1M

Top Sells

1
+$180M
2
+$5.52M
3
+$5.04M
4
BKNG icon
Booking.com
BKNG
+$5.03M
5
MDB icon
MongoDB
MDB
+$4.95M

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
1
$431M 7.31%
2,645,080
+37,780
2
$398M 6.76%
4,544,960
+92,780
3
$376M 6.38%
567,901
+1,794
4
$340M 5.77%
969,439
+40,044
5
$331M 5.63%
1,514,713
+443,700
6
$303M 5.15%
1,364,216
-19,168
7
$285M 4.84%
5,436,689
+176,162
8
$267M 4.53%
976,517
+27,981
9
$247M 4.2%
1,539,249
-5,123
10
$241M 4.08%
1,033,641
+147,716
11
$237M 4.03%
1,356,370
-31,546
12
$210M 3.57%
931,038
-15,962
13
$186M 3.16%
2,505,105
+270,101
14
$156M 2.65%
538,118
-1,311
15
$136M 2.31%
2,561,186
+1,036,538
16
$122M 2.08%
4,059,975
-32,640
17
$109M 1.85%
770,511
+13,664
18
$103M 1.75%
46,211
-2,260
19
$96.7M 1.64%
294,138
+2
20
$94.7M 1.61%
2,005,964
+85,218
21
$87.8M 1.49%
1,752,234
+48,612
22
$85.1M 1.44%
279,239
+139,366
23
$76.3M 1.3%
138,695
-60
24
$54.3M 0.92%
586,683
25
$47.2M 0.8%
242,648
+36,924
1
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