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
101
$962K 0.05%
17,932
+3,397
102
$951K 0.05%
30,486
-2,049
103
$949K 0.05%
32,737
+12,971
104
$948K 0.05%
12,110
-1,304
105
$931K 0.04%
37,131
+7
106
$926K 0.04%
7,351
+2,914
107
$921K 0.04%
+33,428
108
$905K 0.04%
+8,558
109
$885K 0.04%
+6,255
110
$884K 0.04%
+7,281
111
$880K 0.04%
13,912
+1,029
112
$862K 0.04%
6,133
+2,449
113
$849K 0.04%
48,184
+4,358
114
$844K 0.04%
10,978
-1,173
115
$835K 0.04%
6,434
+2,566
116
$830K 0.04%
+4,642
117
$826K 0.04%
13,652
+2,996
118
$796K 0.04%
15,652
+6,147
119
$785K 0.04%
24,597
-439
120
$785K 0.04%
7,825
-235
121
$785K 0.04%
18,186
+49
122
$780K 0.04%
12,036
-12,146
123
$772K 0.04%
3,002
+658
124
$771K 0.04%
+5,544
125
$769K 0.04%
100,660
+37,950
3 4
5
6 7