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
76
$1.89M 0.09%
37,455
+14,797
77
$1.79M 0.09%
42,080
+16,766
78
$1.79M 0.09%
36,816
79
$1.78M 0.09%
7
80
$1.77M 0.08%
127,353
+21
81
$1.68M 0.08%
15,871
82
$1.59M 0.08%
18,541
+7,579
83
$1.58M 0.08%
25,331
84
$1.56M 0.07%
20,714
-31,020
85
$1.55M 0.07%
45,603
86
$1.53M 0.07%
+24,988
87
$1.47M 0.07%
11,479
88
$1.44M 0.07%
11,836
89
$1.32M 0.06%
52,091
-44,849
90
$1.27M 0.06%
11,592
+4,597
91
$1.17M 0.06%
13,213
92
$1.12M 0.05%
40,640
93
$1.1M 0.05%
4,556
-242
94
$1.08M 0.05%
52,814
+3,890
95
$1.02M 0.05%
7,859
+3,085
96
$1.02M 0.05%
23,115
+11
97
$1.01M 0.05%
+11,665
98
$999K 0.05%
11,038
+6
99
$986K 0.05%
+10,509
100
$971K 0.05%
57,427
+4,645
2 3
4
5 6