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
$1.44B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$68.7M
2
+$16.1M
3
+$13.6M
4
TDG icon
TransDigm Group
TDG
+$12.1M
5
MCO icon
Moody's
MCO
+$8.77M

Top Sells

1
+$63.3M
2
+$14.9M
3
+$6.34M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.92M
5
ENT
Global Eagle Entertainment Inc.
ENT
+$3.3M

Sector Composition

1 Healthcare 18.69%
2 Communication Services 16.65%
3 Financials 13.78%
4 Industrials 10.98%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$408K 0.03%
2,473
-492
152
$408K 0.03%
16,235
-8,071
153
$405K 0.03%
12,419
154
$401K 0.03%
45,320
155
$394K 0.03%
26,544
-1,197
156
$389K 0.03%
14,376
-1
157
$388K 0.03%
20,011
-2,506
158
$385K 0.03%
8,963
-4,445
159
$381K 0.03%
7,674
-344
160
$378K 0.03%
9,655
-1
161
$369K 0.03%
+22,704
162
$369K 0.03%
2,620
163
$368K 0.03%
+62,710
164
$365K 0.03%
6,754
-670
165
$364K 0.03%
4,359
166
$364K 0.03%
28,477
167
$357K 0.02%
7,910
-11
168
$348K 0.02%
4,678
169
$341K 0.02%
30,591
+3,023
170
$333K 0.02%
3,551
171
$321K 0.02%
6,554
172
$318K 0.02%
14,259
+3
173
$318K 0.02%
+11,492
174
$315K 0.02%
4,210
-2,258
175
$314K 0.02%
8,000
5 6
7
8 9