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
$955M
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$28.7M
3
+$23.5M
4
BUD icon
AB InBev
BUD
+$21.5M
5
AZN icon
AstraZeneca
AZN
+$18.6M

Top Sells

1
+$20.4M
2
+$20.4M
3
+$18.9M
4
STWD icon
Starwood Property Trust
STWD
+$17.7M
5
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$9.29M

Sector Composition

1 Healthcare 30.09%
2 Technology 10.35%
3 Financials 9.49%
4 Materials 8.31%
5 Consumer Staples 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.82M 0.5%
977,300
-114,216
52
$4.44M 0.47%
40,769
+3,240
53
$3.95M 0.41%
+48,813
54
$3.85M 0.4%
58,028
55
$3.7M 0.39%
+76,025
56
$3.7M 0.39%
+34,800
57
$3.28M 0.34%
28,015
+4,772
58
$3.06M 0.32%
9,858
+2,123
59
$2.97M 0.31%
76,670
+69,799
60
$2.8M 0.29%
103,975
+26,540
61
$2.71M 0.28%
43,625
+3,240
62
$2.62M 0.27%
74,442
+63,442
63
$2.51M 0.26%
21,295
-12,564
64
$2.46M 0.26%
2,048
-2,358
65
$2.45M 0.26%
23,450
+581
66
$2.44M 0.26%
27,703
+3,870
67
$2.25M 0.24%
47,426
+11,732
68
$1.99M 0.21%
41,922
+8,680
69
$1.87M 0.2%
28,133
70
$1.86M 0.19%
110,066
-44,118
71
$1.77M 0.19%
17,224
+334
72
$1.43M 0.15%
175,019
73
$1.35M 0.14%
94,288
+42,731
74
$1.1M 0.12%
6,358
75
$920K 0.1%
+12,037
1 2
3
4 5