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
$473M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$11.2M
3
+$11M
4
PBH icon
Prestige Consumer Healthcare
PBH
+$9.91M
5
MCK icon
McKesson
MCK
+$9.86M

Top Sells

1
+$39.2M
2
+$37.6M
3
+$28.3M
4
BLC
BELO CORP SER A
BLC
+$18.1M
5
AGU
Agrium
AGU
+$13M

Sector Composition

1 Technology 16.17%
2 Financials 15.8%
3 Healthcare 13.78%
4 Industrials 11.37%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.31%
10,928
52
$1.45M 0.31%
+3,908
53
$1.25M 0.27%
68,896
-18,551
54
$1.18M 0.25%
11,905
+680
55
$1.15M 0.24%
6,426
56
$1.05M 0.22%
25,342
57
$998K 0.21%
13,023
+750
58
$769K 0.16%
40,198
+6,895
59
$614K 0.13%
12,884
60
$552K 0.12%
10,023
-6,400
61
$498K 0.11%
44,344
+6,395
62
$485K 0.1%
9,347
-5,415
63
$455K 0.1%
26,755
+3,840
64
$418K 0.09%
3,600
65
$394K 0.08%
+11,197
66
$354K 0.07%
34,277
+8,228
67
$300K 0.06%
68,170
+6,466
68
$297K 0.06%
11,313
69
$246K 0.05%
6,179
-984,648
70
$233K 0.05%
+8,351
71
$230K 0.05%
+24,625
72
$220K 0.05%
2,000
73
$209K 0.04%
+2,246
74
$208K 0.04%
+2,954
75
$208K 0.04%
+2,954
1 2
3
4