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
$2.4B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$38.7M
3
+$29.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.3M

Top Sells

1
+$37.1M
2
+$12.2M
3
+$10.4M
4
MON
Monsanto Co
MON
+$9.08M
5
MCO icon
Moody's
MCO
+$7.5M

Sector Composition

1 Communication Services 17.46%
2 Consumer Discretionary 14.95%
3 Healthcare 12.55%
4 Technology 10.19%
5 Financials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.9M 1.12%
328,430
+39,688
27
$24.7M 1.03%
525,547
+218,380
28
$24.4M 1.02%
127,677
29
$19.9M 0.83%
254,277
+110,940
30
$18.7M 0.78%
238,509
-32,557
31
$17.6M 0.73%
130,004
+10,315
32
$11.7M 0.49%
402,743
+1,584
33
$11.4M 0.47%
134,328
+1,708
34
$10.3M 0.43%
56,164
+35,327
35
$9.32M 0.39%
193,181
+77,210
36
$8.23M 0.34%
278,790
-7,760
37
$7.79M 0.32%
150,120
+4,320
38
$6.85M 0.29%
+69,798
39
$6.83M 0.28%
25,936
+11,393
40
$6.76M 0.28%
93,360
+6,000
41
$6.37M 0.27%
21,894
42
$6.31M 0.26%
108,518
+1,800
43
$6.2M 0.26%
48,348
+1,873
44
$5.03M 0.21%
38,843
45
$4.64M 0.19%
281,637
+140,590
46
$4.53M 0.19%
24,654
-462
47
$4.3M 0.18%
26,912
+13,302
48
$4.26M 0.18%
53,776
-837
49
$4.23M 0.18%
42,311
+21,141
50
$4.22M 0.18%
26,431
+693
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