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
$1.44B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$68.7M
2
+$16.1M
3
+$13.6M
4
TDG icon
TransDigm Group
TDG
+$12.1M
5
MCO icon
Moody's
MCO
+$8.77M

Top Sells

1
+$63.3M
2
+$14.9M
3
+$6.34M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.92M
5
ENT
Global Eagle Entertainment Inc.
ENT
+$3.3M

Sector Composition

1 Healthcare 18.69%
2 Communication Services 16.65%
3 Financials 13.78%
4 Industrials 10.98%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.21%
37,049
+24,387
52
$2.96M 0.21%
65,236
53
$2.9M 0.2%
47,789
54
$2.9M 0.2%
105,820
55
$2.81M 0.2%
55,389
-3
56
$2.72M 0.19%
132,882
57
$2.47M 0.17%
96,940
58
$2.46M 0.17%
102,708
-35,872
59
$2.42M 0.17%
26,406
-4,535
60
$2.16M 0.15%
20,931
61
$2.07M 0.14%
29,028
62
$2.06M 0.14%
18,879
63
$1.97M 0.14%
18,326
+1,800
64
$1.97M 0.14%
43,181
-6,894
65
$1.87M 0.13%
14,372
-13,523
66
$1.69M 0.12%
33,123
67
$1.65M 0.11%
19,828
-500
68
$1.58M 0.11%
+52,908
69
$1.56M 0.11%
+50,643
70
$1.56M 0.11%
13,824
+4,204
71
$1.56M 0.11%
+21,398
72
$1.55M 0.11%
32,442
+7,419
73
$1.54M 0.11%
18,000
74
$1.54M 0.11%
+53,056
75
$1.52M 0.11%
7
1 2
3
4 5