AIM

Allen Investment Management Portfolio holdings

AUM $9.03B
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
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
+$31.1M
2
+$27M
3
+$20.6M
4
AZN icon
AstraZeneca
AZN
+$18.1M
5
SHPG
Shire pic
SHPG
+$17.4M

Top Sells

1
+$20.4M
2
+$19.4M
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
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