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
$1.37B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$51.8M
2
+$31.9M
3
+$25.7M
4
PCYC
PHARMACYCLICS INC
PCYC
+$25.6M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$20.9M

Top Sells

1
+$86.9M
2
+$61.4M
3
+$45M
4
TLM
TALISMAN ENERGY INC
TLM
+$19.6M
5
SXC icon
SunCoke Energy
SXC
+$16.3M

Sector Composition

1 Healthcare 21.45%
2 Technology 16.55%
3 Industrials 7.98%
4 Consumer Discretionary 7.23%
5 Financials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$622K 0.05%
9,588
+2,163
127
$617K 0.05%
+13,328
128
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4,353
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129
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131
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132
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-4,346
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134
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135
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136
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137
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139
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140
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141
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146
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147
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148
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149
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150
$485K 0.04%
+6,528
4 5
6
7 8