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
$259M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$33.4M
3
+$26.6M
4
APC
Anadarko Petroleum
APC
+$18.5M
5
NE
Noble Corporation
NE
+$14.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.23%
2 Energy 16.11%
3 Technology 8.24%
4 Healthcare 5.69%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.61%
+62,938
27
$1.55M 0.6%
+19,854
28
$1.55M 0.6%
+35,081
29
$1.48M 0.57%
+14,637
30
$1.47M 0.57%
+29,545
31
$1.47M 0.57%
+30,623
32
$1.45M 0.56%
+16,812
33
$1.35M 0.52%
+580,424
34
$1.29M 0.5%
+173,537
35
$1.21M 0.47%
+10,928
36
$1.12M 0.43%
+25,342
37
$1.1M 0.42%
+6,007
38
$958K 0.37%
+19,746
39
$921K 0.36%
+16,423
40
$623K 0.24%
+12,884
41
$601K 0.23%
+14,124
42
$463K 0.18%
+28,352
43
$429K 0.17%
+3,600
44
$403K 0.16%
+77,364
45
$380K 0.15%
+22,915
46
$348K 0.13%
+32,250
47
$281K 0.11%
+11,313
48
$272K 0.11%
+3,414
49
$269K 0.1%
+12,286
50
$228K 0.09%
+5,080
1
2
3