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
$2.08B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$25.9M
3
+$21.2M
4
BUD icon
AB InBev
BUD
+$19.9M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.1M

Top Sells

1
+$76.3M
2
+$46.9M
3
+$23.7M
4
ORCL icon
Oracle
ORCL
+$19.3M
5
SLB icon
SLB Ltd
SLB
+$13.9M

Sector Composition

1 Communication Services 19.16%
2 Healthcare 16.21%
3 Financials 11.97%
4 Consumer Discretionary 11.3%
5 Technology 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.56M 0.17%
123,898
+20,322
52
$3.48M 0.17%
52,055
+35,820
53
$3.43M 0.16%
63,447
+8,050
54
$3.36M 0.16%
34,600
+18,694
55
$3.33M 0.16%
27,810
+3,892
56
$3.31M 0.16%
+23,518
57
$3.08M 0.15%
47,070
58
$2.95M 0.14%
22,785
+19,398
59
$2.92M 0.14%
90,921
+11,561
60
$2.88M 0.14%
57,182
+1,791
61
$2.81M 0.14%
71,744
+41,139
62
$2.69M 0.13%
13,926
+527
63
$2.67M 0.13%
+20,638
64
$2.63M 0.13%
139,676
+5,234
65
$2.63M 0.13%
42,000
+23,445
66
$2.62M 0.13%
21,547
+759
67
$2.57M 0.12%
33,656
+1,314
68
$2.54M 0.12%
70,680
-2,868
69
$2.42M 0.12%
20,741
70
$2.33M 0.11%
29,862
+29
71
$2.23M 0.11%
15,574
+6,199
72
$2.13M 0.1%
105,820
73
$2.1M 0.1%
+36,386
74
$2.02M 0.1%
44,200
75
$1.97M 0.09%
33,123
1 2
3
4 5