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
$2.4B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$38.7M
3
+$29.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.3M

Top Sells

1
+$37.1M
2
+$12.2M
3
+$10.4M
4
MON
Monsanto Co
MON
+$9.08M
5
MCO icon
Moody's
MCO
+$7.5M

Sector Composition

1 Communication Services 17.46%
2 Consumer Discretionary 14.95%
3 Healthcare 12.55%
4 Technology 10.19%
5 Financials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.17%
65,270
+32,342
52
$4.09M 0.17%
87,349
-6,088
53
$4.03M 0.17%
128,768
-3,244
54
$3.82M 0.16%
68,760
+432
55
$3.82M 0.16%
28,185
56
$3.66M 0.15%
84,339
+120
57
$3.56M 0.15%
20,000
+1,785
58
$3.45M 0.14%
123,898
59
$3.38M 0.14%
47,197
60
$3.35M 0.14%
13,821
+11,393
61
$3.29M 0.14%
78,372
+9,532
62
$3.16M 0.13%
28,615
+4,039
63
$3.08M 0.13%
24,264
-10,022
64
$2.99M 0.12%
10
+3
65
$2.74M 0.11%
105,820
66
$2.72M 0.11%
54,666
+10,066
67
$2.67M 0.11%
88,290
+58,014
68
$2.49M 0.1%
20,741
69
$2.48M 0.1%
59,484
+302
70
$2.47M 0.1%
+1,547
71
$2.44M 0.1%
+20,742
72
$2.35M 0.1%
148,053
73
$2.29M 0.1%
35,431
+17,934
74
$2.21M 0.09%
54,674
-120
75
$1.89M 0.08%
18,561
+341
1 2
3
4 5