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
126
$231K 0.02%
2,000
127
$228K 0.02%
+1,776
128
$225K 0.02%
5,879
129
$223K 0.02%
+10,147
130
$218K 0.02%
+6,402
131
$215K 0.02%
+2,954
132
$214K 0.02%
+4,369
133
$211K 0.02%
+1,127
134
$211K 0.02%
+2,291
135
$210K 0.02%
+3,503
136
$209K 0.02%
2,603
-42
137
$206K 0.02%
14,405
-18,390
138
$205K 0.02%
+783
139
$205K 0.02%
7,875
+685
140
$203K 0.02%
6,092
141
$203K 0.02%
+13,265
142
$200K 0.02%
20,250
-28,677
143
$173K 0.02%
+2,063
144
$135K 0.01%
6,716
-29,470
145
$129K 0.01%
+2,700
146
$103K 0.01%
2,724
-229
147
$56K 0.01%
13,185
148
– –
-52,543
149
– –
-400,000
150
– –
-26,033
3 4 5
6
7