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
$1.32B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$27.9M
3
+$21.2M
4
TLM
TALISMAN ENERGY INC
TLM
+$19.6M
5
EBAY icon
eBay
EBAY
+$19.3M

Top Sells

1
+$263M
2
+$44.4M
3
+$32.5M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$21.4M
5
LNG icon
Cheniere Energy
LNG
+$19.6M

Sector Composition

1 Healthcare 29.23%
2 Technology 13.61%
3 Consumer Staples 7.19%
4 Consumer Discretionary 6.88%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$885K 0.07%
107,902
+58,735
102
$868K 0.07%
18,681
-12,176
103
$848K 0.06%
60,032
+33,023
104
$825K 0.06%
+49,045
105
$812K 0.06%
7,258
+2,368
106
$795K 0.06%
20,693
+14,133
107
$791K 0.06%
+45,066
108
$769K 0.06%
102,904
+30,832
109
$764K 0.06%
3,353
+2,152
110
$760K 0.06%
17,114
+4,448
111
$748K 0.06%
33,496
+8,744
112
$734K 0.06%
41,140
+18,413
113
$716K 0.05%
+8,810
114
$698K 0.05%
20,958
+5,549
115
$698K 0.05%
+33,607
116
$674K 0.05%
9,000
+5,133
117
$669K 0.05%
15,678
-2,788
118
$659K 0.05%
4,936
-965
119
$659K 0.05%
+39,441
120
$618K 0.05%
16,000
121
$604K 0.05%
9,231
-1,195
122
$603K 0.05%
22,325
+6,160
123
$571K 0.04%
3,806
+879
124
$571K 0.04%
10,023
125
$545K 0.04%
5,891
-1,100
3 4
5
6 7