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
$1.21B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$44.4M
3
+$28.1M
4
NEE icon
NextEra Energy
NEE
+$25.5M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$21.6M

Top Sells

1
+$28.7M
2
+$25.8M
3
+$25M
4
ASH icon
Ashland
ASH
+$14.7M
5
NAVI icon
Navient
NAVI
+$12.4M

Sector Composition

1 Healthcare 31.21%
2 Technology 12.41%
3 Financials 7.56%
4 Consumer Staples 7.29%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$252K 0.02%
+2,689
177
$251K 0.02%
18,952
+4,547
178
$243K 0.02%
+4,414
179
$241K 0.02%
3,532
+129
180
$238K 0.02%
+12,976
181
$236K 0.02%
+3,162
182
$232K 0.02%
4,369
183
$231K 0.02%
+12,995
184
$231K 0.02%
+1,781
185
$230K 0.02%
+26,412
186
$229K 0.02%
+1,435
187
$225K 0.02%
6,560
-67,882
188
$215K 0.02%
2,375
+84
189
$212K 0.02%
+3,867
190
$212K 0.02%
3,258
+116
191
$210K 0.02%
6,632
+230
192
$209K 0.02%
+7,780
193
$208K 0.02%
+1,598
194
$202K 0.02%
+12,133
195
$201K 0.02%
11,459
+4,743
196
$191K 0.02%
+11,151
197
$191K 0.02%
+17,946
198
$135K 0.01%
+7,067
199
$128K 0.01%
+10,943
200
$109K 0.01%
+14,046
6 7
8
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