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
76
$1.7M 0.14%
17,304
+80
77
$1.65M 0.14%
+48,208
78
$1.59M 0.13%
103,148
-6,918
79
$1.46M 0.12%
+61,384
80
$1.45M 0.12%
+7
81
$1.43M 0.12%
30,857
+13,830
82
$1.28M 0.11%
+50,716
83
$1.27M 0.1%
45,971
+27,198
84
$1.25M 0.1%
+14,962
85
$1.24M 0.1%
184,000
+8,981
86
$1.14M 0.09%
82,771
-11,517
87
$1.12M 0.09%
12,036
-1
88
$1.11M 0.09%
+106,272
89
$1.06M 0.09%
20,760
+11,413
90
$1.04M 0.09%
+14,514
91
$1.01M 0.08%
+68,514
92
$1M 0.08%
4,247
+3,464
93
$929K 0.08%
+9,982
94
$890K 0.07%
16,072
+7,763
95
$840K 0.07%
44,959
+19,979
96
$827K 0.07%
82,371
+39,787
97
$819K 0.07%
+12,770
98
$762K 0.06%
216,361
+83,280
99
$729K 0.06%
+25,109
100
$719K 0.06%
33,568
+23,421
2 3
4
5 6