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
$1.05B
AUM Growth
-$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$62.2M
2
+$26.9M
3
+$15.3M
4
BKNG icon
Booking.com
BKNG
+$12.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.4M

Top Sells

1
+$72.3M
2
+$51.8M
3
+$36.4M
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$30.1M
5
PCYC
PHARMACYCLICS INC
PCYC
+$26.4M

Sector Composition

1 Healthcare 21.68%
2 Technology 11.58%
3 Consumer Discretionary 10.79%
4 Communication Services 10.19%
5 Financials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$664K 0.06%
9,233
+4,928
127
$662K 0.06%
28,854
+6,856
128
$644K 0.06%
+10,437
129
$634K 0.06%
40,793
-347
130
$609K 0.06%
7,026
+4,023
131
$606K 0.06%
39,400
+10,931
132
$598K 0.06%
+5,155
133
$574K 0.05%
6,528
134
$573K 0.05%
16,000
135
$566K 0.05%
4,910
136
$552K 0.05%
+12,852
137
$548K 0.05%
4,333
-20
138
$544K 0.05%
+5,640
139
$540K 0.05%
5,183
140
$529K 0.05%
7,621
+3,896
141
$512K 0.05%
60,452
-248
142
$504K 0.05%
2,897
143
$494K 0.05%
3,827
144
$489K 0.05%
5,637
145
$487K 0.05%
20,756
-45,345
146
$487K 0.05%
8,159
147
$471K 0.04%
7,162
148
$469K 0.04%
3,625
149
$446K 0.04%
23,692
+12,601
150
$432K 0.04%
7,208
4 5
6
7 8