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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
$1.37B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$32.4M
3
+$25.8M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$20.5M
5
PCYC
PHARMACYCLICS INC
PCYC
+$19.3M

Top Sells

1
+$86.9M
2
+$61.4M
3
+$45M
4
TLM
TALISMAN ENERGY INC
TLM
+$19.6M
5
SXC icon
SunCoke Energy
SXC
+$16.3M

Sector Composition

1 Healthcare 21.45%
2 Technology 16.55%
3 Industrials 7.98%
4 Consumer Discretionary 7.23%
5 Financials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$102K 0.01%
14,046
227
$66K ﹤0.01%
+32,465
228
$21K ﹤0.01%
15,853
229
$17K ﹤0.01%
62
230
– –
-19,784
231
– –
-46,753
232
– –
-12,336
233
– –
-146,248
234
– –
-326,282
235
– –
-285,000
236
– –
-842,000
237
– –
-4,325
238
– –
-3,122
239
– –
-107,902
240
– –
-41,621
241
– –
-14,147
242
– –
-106,272
243
– –
-5,041
244
– –
-7,924
245
– –
-5,263
246
– –
-2,500,000
247
– –
-8,810
248
– –
-15,209
249
– –
-11,570
250
– –
-610,276
7 8 9
10
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