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
76
$861K 0.09%
80,993
+23,085
77
$710K 0.07%
+17,027
78
$682K 0.07%
+16,100
79
$611K 0.06%
7,600
80
$583K 0.06%
10,023
81
$576K 0.06%
24,102
82
$554K 0.06%
18,773
+1,700
83
$532K 0.06%
+24,980
84
$524K 0.05%
357
85
$522K 0.05%
133,081
-44,089
86
$495K 0.05%
9,347
87
$484K 0.05%
8,309
88
$461K 0.05%
3,600
89
$429K 0.04%
+6,048
90
$428K 0.04%
8,332
91
$421K 0.04%
+4,500
92
$398K 0.04%
9,967
93
$393K 0.04%
11,256
94
$392K 0.04%
17,235
-5,043
95
$385K 0.04%
42,584
96
$363K 0.04%
3,051
97
$354K 0.04%
+28,083
98
$345K 0.04%
3,303
+476
99
$345K 0.04%
14,373
-7,939
100
$333K 0.03%
1,450
+217
2 3
4
5 6