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
$1.21B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$44.4M
3
+$28.1M
4
NEE icon
NextEra Energy
NEE
+$25.5M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$21.6M

Top Sells

1
+$28.7M
2
+$25.8M
3
+$25M
4
ASH icon
Ashland
ASH
+$14.7M
5
NAVI icon
Navient
NAVI
+$12.4M

Sector Composition

1 Healthcare 31.21%
2 Technology 12.41%
3 Financials 7.56%
4 Consumer Staples 7.29%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-3,503
227
– –
-5,879
228
– –
-290,000
229
– –
-7,875
6 7 8 9
10