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
76
$1.24M 0.09%
22,945
+1,909
77
$1.16M 0.08%
+12,659
78
$1.13M 0.08%
6,270
-2,413
79
$1.11M 0.08%
6,700
-3,161
80
$1.06M 0.07%
21,104
-43,816
81
$1.05M 0.07%
25,036
+444
82
$1.04M 0.07%
68,185
-3,216
83
$1.04M 0.07%
62,688
-3,022
84
$1.02M 0.07%
22,521
85
$1.01M 0.07%
23,104
86
$985K 0.07%
9,297
-272
87
$956K 0.07%
37,124
88
$954K 0.07%
15,354
-10,973
89
$948K 0.07%
12,264
-32,249
90
$925K 0.06%
40,640
91
$923K 0.06%
25,337
-61,299
92
$920K 0.06%
11,032
93
$887K 0.06%
7,010
+3,910
94
$871K 0.06%
15,643
+101
95
$863K 0.06%
12,558
96
$862K 0.06%
8,668
-1,693
97
$842K 0.06%
+30,438
98
$832K 0.06%
+8,746
99
$818K 0.06%
3,541
-27,432
100
$812K 0.06%
+7,638
2 3
4
5 6