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
101
$331K 0.03%
9,590
102
$331K 0.03%
56
103
$321K 0.03%
9,354
-1,094
104
$314K 0.03%
12,796
105
$305K 0.03%
17,539
-14,042
106
$303K 0.03%
2,743
+414
107
$294K 0.03%
7,115
108
$284K 0.03%
3,555
109
$281K 0.03%
7,559
+1,074
110
$278K 0.03%
+4,785
111
$271K 0.03%
1,889
+282
112
$269K 0.03%
+2,754
113
$266K 0.03%
1,757
+224
114
$266K 0.03%
7,775
+705
115
$265K 0.03%
8,183
116
$260K 0.03%
5,531
+835
117
$259K 0.03%
4,144
118
$258K 0.03%
+17,161
119
$255K 0.03%
4,442
+817
120
$253K 0.03%
+14,124
121
$247K 0.03%
+1,954
122
$246K 0.03%
+3,503
123
$244K 0.03%
2,245
124
$238K 0.02%
+3,403
125
$234K 0.02%
+3,142
3 4
5
6 7