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
$645M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$19.5M
3
+$18.9M
4
STWD icon
Starwood Property Trust
STWD
+$17.7M
5
CQH
Cheniere Energy Partners LP Holdings LLC
CQH
+$15.8M

Top Sells

1
+$35.6M
2
+$13.8M
3
+$11M
4
NUAN
Nuance Communications, Inc.
NUAN
+$9.88M
5
SWY
SAFEWAY INC
SWY
+$7.18M

Sector Composition

1 Healthcare 13.66%
2 Materials 13.39%
3 Financials 13.31%
4 Industrials 8.12%
5 Consumer Staples 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.34%
+45,507
52
$2.12M 0.33%
77,435
-17,980
53
$2.02M 0.31%
+23,833
54
$2M 0.31%
30,351
55
$1.96M 0.3%
25,441
+12,418
56
$1.92M 0.3%
63,268
57
$1.88M 0.29%
28,133
58
$1.67M 0.26%
+35,694
59
$1.66M 0.26%
+52,543
60
$1.65M 0.26%
16,890
+1,765
61
$1.64M 0.25%
39,536
-15,707
62
$1.61M 0.25%
+39,317
63
$1.59M 0.25%
175,019
64
$1.5M 0.23%
33,242
+7,900
65
$1.42M 0.22%
+15,237
66
$1.36M 0.21%
10,928
67
$1.17M 0.18%
6,358
-68
68
$729K 0.11%
36,186
-4,012
69
$713K 0.11%
+51,557
70
$687K 0.11%
74,951
+50,326
71
$671K 0.1%
177,170
+109,000
72
$625K 0.1%
57,908
+13,564
73
$608K 0.09%
+7,600
74
$583K 0.09%
46,612
+33,280
75
$564K 0.09%
10,023
1 2
3
4 5