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
$7.97B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$398M
2
+$99.9M
3
+$45M
4
SPGI icon
S&P Global
SPGI
+$33.1M
5
MSFT icon
Microsoft
MSFT
+$25.4M

Top Sells

1
+$324M
2
+$281M
3
+$74M
4
SLB icon
SLB Limited
SLB
+$21.9M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$14.9M

Sector Composition

1 Financials 29.52%
2 Technology 21.97%
3 Consumer Discretionary 11.96%
4 Healthcare 10%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$585K 0.01%
702
-43
152
$582K 0.01%
3,943
153
$542K 0.01%
3,318
154
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155
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156
$497K 0.01%
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157
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158
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159
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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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167
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169
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172
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174
$405K 0.01%
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175
$403K 0.01%
3,202
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