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
1
$645M 7.52%
1,840,108
-4,404
2
$643M 7.5%
8,208,961
-28,453
3
$611M 7.13%
3,211,038
+10,208
4
$552M 6.43%
1,469,390
+6,964
5
$540M 6.3%
1,030,968
+64,418
6
$462M 5.39%
909,052
-4,310
7
$440M 5.13%
763,147
+102,540
8
$421M 4.91%
903,702
-25,314
9
$386M 4.51%
5,304,178
+142,559
10
$362M 4.22%
2,641,043
+333,428
11
$348M 4.06%
2,226,472
-495,191
12
$238M 2.78%
2,426,879
+780,658
13
$166M 1.94%
605,653
-298
14
$160M 1.87%
3,080,512
+740,605
15
$129M 1.51%
251,230
+2,072
16
$119M 1.39%
149,505
+9,341
17
$100M 1.17%
348,085
+158,886
18
$85.6M 1%
153,043
+5,427
19
$77.5M 0.9%
829,570
+477,192
20
$72.7M 0.85%
670,456
+93,440
21
$71.6M 0.84%
36,706
+6,016
22
$68.2M 0.8%
306,980
+31,357
23
$65.9M 0.77%
2,975,197
+230,924
24
$64.5M 0.75%
121,200
+206
25
$64.5M 0.75%
528,525
-2,687
1
2 3 4 5