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
$2.4B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$38.7M
3
+$29.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.3M

Top Sells

1
+$37.1M
2
+$12.2M
3
+$10.4M
4
MON
Monsanto Co
MON
+$9.08M
5
MCO icon
Moody's
MCO
+$7.5M

Sector Composition

1 Communication Services 17.46%
2 Consumer Discretionary 14.95%
3 Healthcare 12.55%
4 Technology 10.19%
5 Financials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$880K 0.04%
+4,336
102
$875K 0.04%
7,216
-1,046
103
$864K 0.04%
17,900
104
$859K 0.04%
3,850
-648
105
$827K 0.03%
10,441
106
$805K 0.03%
8,504
107
$796K 0.03%
7,295
+645
108
$777K 0.03%
1,435
+700
109
$770K 0.03%
11,757
-10
110
$737K 0.03%
+6,353
111
$729K 0.03%
8,174
+4,020
112
$723K 0.03%
6,434
113
$721K 0.03%
16,000
114
$697K 0.03%
11,627
115
$690K 0.03%
15,649
-3
116
$641K 0.03%
32,350
117
$599K 0.02%
15,165
118
$594K 0.02%
9,481
-976
119
$587K 0.02%
8,449
120
$585K 0.02%
33,428
121
$557K 0.02%
4,336
+579
122
$534K 0.02%
3,841
123
$519K 0.02%
3,750
124
$510K 0.02%
3,960
125
$438K 0.02%
3,983
-974
3 4
5
6 7