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
126
$544K 0.04%
+56,347
127
$541K 0.04%
5,263
+1,841
128
$534K 0.04%
15,209
-2,885
129
$526K 0.04%
3,827
130
$520K 0.04%
20,850
-5,265
131
$511K 0.04%
25,285
+6,735
132
$492K 0.04%
51,415
+22,596
133
$491K 0.04%
13,520
-3,705
134
$488K 0.04%
7,425
+2,469
135
$485K 0.04%
4,952
-22,521
136
$484K 0.04%
49,299
+18,110
137
$478K 0.04%
6,925
-11
138
$475K 0.04%
+28,661
139
$468K 0.04%
46,753
+35,810
140
$465K 0.04%
2,591
+1,156
141
$452K 0.03%
+3,099
142
$448K 0.03%
69,152
-13,219
143
$443K 0.03%
+4,470
144
$442K 0.03%
+34,483
145
$439K 0.03%
+7,114
146
$438K 0.03%
2,520
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147
$437K 0.03%
+29,783
148
$432K 0.03%
8,102
-1,519
149
$426K 0.03%
7,765
-1,020
150
$421K 0.03%
7,006
+2,592
4 5
6
7 8