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
$955M
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$28.7M
3
+$23.5M
4
BUD icon
AB InBev
BUD
+$21.5M
5
AZN icon
AstraZeneca
AZN
+$18.6M

Top Sells

1
+$20.4M
2
+$20.4M
3
+$18.9M
4
STWD icon
Starwood Property Trust
STWD
+$17.7M
5
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$9.29M

Sector Composition

1 Healthcare 30.09%
2 Technology 10.35%
3 Financials 9.49%
4 Materials 8.31%
5 Consumer Staples 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.8M 1.65%
+434,532
27
$14.7M 1.54%
275,940
-91,980
28
$14.5M 1.51%
174,200
+47,300
29
$13.8M 1.44%
118,218
+439
30
$13.6M 1.43%
+451,684
31
$13.4M 1.41%
400,000
32
$13.4M 1.41%
331,396
+292,079
33
$13.4M 1.4%
+375,000
34
$12.8M 1.33%
+150,000
35
$12.4M 1.3%
+700,000
36
$11.3M 1.18%
+157,700
37
$11.1M 1.16%
87,351
38
$11M 1.15%
125,277
39
$9.97M 1.04%
149,215
40
$9.6M 1%
127,346
41
$8.93M 0.93%
386,491
+391
42
$8.8M 0.92%
146,098
43
$8.34M 0.87%
+51,895
44
$8.17M 0.86%
155,586
45
$8.02M 0.84%
167,097
+121,590
46
$7.55M 0.79%
141,013
+9,370
47
$7.22M 0.76%
+386,212
48
$6.34M 0.66%
240,716
49
$5.65M 0.59%
+250,000
50
$5.29M 0.55%
41,970
+12,389
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