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
51
$222K 0.09%
+11,859
52
$191K 0.07%
+19,813
53
$163K 0.06%
+11,893
54
$120K 0.05%
+3,231
55
$113K 0.04%
+12,155
56
$112K 0.04%
+10,109
57
$112K 0.04%
+653