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
$1.44B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$68.7M
2
+$16.1M
3
+$13.6M
4
TDG icon
TransDigm Group
TDG
+$12.1M
5
MCO icon
Moody's
MCO
+$8.77M

Top Sells

1
+$63.3M
2
+$14.9M
3
+$6.34M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.92M
5
ENT
Global Eagle Entertainment Inc.
ENT
+$3.3M

Sector Composition

1 Healthcare 18.69%
2 Communication Services 16.65%
3 Financials 13.78%
4 Industrials 10.98%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.9M 1.31%
237,678
+76,579
27
$18.6M 1.3%
510,601
-2,348
28
$16.1M 1.12%
+150,475
29
$9.75M 0.68%
277,240
-73,840
30
$9.63M 0.67%
224,812
-35,122
31
$8.56M 0.6%
75,167
+33,950
32
$7.8M 0.54%
+200,000
33
$7.75M 0.54%
216,560
+130,280
34
$5.66M 0.39%
398,533
-19,480
35
$5.37M 0.37%
47,014
-1,629
36
$5.23M 0.36%
43,115
+5,163
37
$4.39M 0.31%
34,401
-1,198
38
$4.2M 0.29%
49,648
+34,691
39
$4.12M 0.29%
+53,532
40
$4.03M 0.28%
37,885
-2,339
41
$3.96M 0.28%
37,220
42
$3.87M 0.27%
+87,015
43
$3.68M 0.26%
25,139
+830
44
$3.57M 0.25%
63,486
45
$3.46M 0.24%
65,366
+38,697
46
$3.46M 0.24%
+98,110
47
$3.45M 0.24%
+73,879
48
$3.44M 0.24%
59,011
-15,228
49
$3.21M 0.22%
43,030
+6,743
50
$3.06M 0.21%
74,631
+56,168
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