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
151
$523K 0.03%
16,352
+6
152
$503K 0.02%
6,316
+4
153
$498K 0.02%
+5,308
154
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26,456
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155
$493K 0.02%
59,300
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156
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+13,040
157
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3,042
-204
158
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32,937
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159
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4,109
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160
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161
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162
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163
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164
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165
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4,500
166
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169
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172
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4,678
173
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17,271
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174
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15,234
-245
175
$375K 0.02%
4,075
-282
5 6
7
8 9