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
$2.08B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$25.9M
3
+$21.2M
4
BUD icon
AB InBev
BUD
+$19.9M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.1M

Top Sells

1
+$76.3M
2
+$46.9M
3
+$23.7M
4
ORCL icon
Oracle
ORCL
+$19.3M
5
SLB icon
SLB Ltd
SLB
+$13.9M

Sector Composition

1 Communication Services 19.16%
2 Healthcare 16.21%
3 Financials 11.97%
4 Consumer Discretionary 11.3%
5 Technology 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$745K 0.04%
15,546
+4
127
$742K 0.04%
32,350
128
$741K 0.04%
17,900
-150
129
$729K 0.04%
16,000
130
$727K 0.03%
+2,989
131
$718K 0.03%
22,203
132
$715K 0.03%
6,060
-206
133
$697K 0.03%
78,096
+31,811
134
$675K 0.03%
30,276
135
$654K 0.03%
16,405
+1,155
136
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8,504
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137
$603K 0.03%
21,296
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138
$597K 0.03%
2,912
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139
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9,546
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140
$582K 0.03%
10,587
141
$574K 0.03%
41,060
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142
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143
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11,627
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144
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3,842
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145
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146
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4,350
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147
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+17,732
148
$554K 0.03%
12,229
+6
149
$539K 0.03%
7,143
+473
150
$525K 0.03%
2,362
4 5
6
7 8