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
$1.21B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$44.4M
3
+$28.1M
4
NEE icon
NextEra Energy
NEE
+$25.5M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$21.6M

Top Sells

1
+$28.7M
2
+$25.8M
3
+$25M
4
ASH icon
Ashland
ASH
+$14.7M
5
NAVI icon
Navient
NAVI
+$12.4M

Sector Composition

1 Healthcare 31.21%
2 Technology 12.41%
3 Financials 7.56%
4 Consumer Staples 7.29%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.11M 0.42%
86,127
-149,364
52
$4.96M 0.41%
46,700
+11,900
53
$4.74M 0.39%
51,651
+2,838
54
$3.85M 0.32%
58,028
55
$3.62M 0.3%
+32,980
56
$3.32M 0.28%
28,169
+154
57
$3.26M 0.27%
+21,552
58
$3.08M 0.26%
+35,171
59
$3.06M 0.25%
104,212
+237
60
$2.87M 0.24%
+175,332
61
$2.78M 0.23%
9,911
+53
62
$2.77M 0.23%
869,800
-107,500
63
$2.7M 0.22%
+34,109
64
$2.69M 0.22%
27,473
+24,170
65
$2.69M 0.22%
+3,261,001
66
$2.64M 0.22%
61,854
+45,754
67
$2.61M 0.22%
21,415
+120
68
$2.56M 0.21%
43,625
69
$2.45M 0.2%
28,146
+443
70
$2.4M 0.2%
40,410
+34,879
71
$2.38M 0.2%
29,820
+22,220
72
$2.22M 0.18%
224,054
+143,061
73
$2.01M 0.17%
32,190
+4,057
74
$1.77M 0.15%
+22,138
75
$1.73M 0.14%
41,922
1 2
3
4 5