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
$2.08B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$25.9M
3
+$21.2M
4
BUD icon
AB InBev
BUD
+$19.9M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.1M

Top Sells

1
+$76.3M
2
+$46.9M
3
+$23.7M
4
ORCL icon
Oracle
ORCL
+$19.3M
5
SLB icon
SLB Ltd
SLB
+$13.9M

Sector Composition

1 Communication Services 19.16%
2 Healthcare 16.21%
3 Financials 11.97%
4 Consumer Discretionary 11.3%
5 Technology 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.4M 1.03%
460,900
-51,960
27
$18.8M 0.9%
222,784
+124,045
28
$18.4M 0.88%
125,704
29
$14.7M 0.7%
167,612
+69,812
30
$14.3M 0.69%
116,637
31
$12M 0.57%
96,259
+57,310
32
$7.99M 0.38%
53,638
+10,104
33
$7.17M 0.34%
+401,164
34
$6.71M 0.32%
44,463
+15,138
35
$5.88M 0.28%
106,718
36
$5.7M 0.27%
348,019
+28,246
37
$5.41M 0.26%
40,872
+2,890
38
$4.98M 0.24%
120,557
39
$4.94M 0.24%
25,520
+1,422
40
$4.94M 0.24%
120,938
+22,828
41
$4.89M 0.23%
29,203
+25,586
42
$4.76M 0.23%
54,623
-1,239
43
$4.76M 0.23%
98,260
-56,400
44
$4.72M 0.23%
107,180
+37,995
45
$4.57M 0.22%
57,288
+1,190
46
$4.36M 0.21%
49,952
-16
47
$4.3M 0.21%
287,650
+146,300
48
$4M 0.19%
22,962
-371
49
$3.89M 0.19%
38,550
-23
50
$3.76M 0.18%
83,829
+17,393
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