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
$1.37B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$51.8M
2
+$31.9M
3
+$25.7M
4
PCYC
PHARMACYCLICS INC
PCYC
+$25.6M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$20.9M

Top Sells

1
+$86.9M
2
+$61.4M
3
+$45M
4
TLM
TALISMAN ENERGY INC
TLM
+$19.6M
5
SXC icon
SunCoke Energy
SXC
+$16.3M

Sector Composition

1 Healthcare 21.45%
2 Technology 16.55%
3 Industrials 7.98%
4 Consumer Discretionary 7.23%
5 Financials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$370K 0.03%
3,099
177
$365K 0.03%
5,801
+1,316
178
$354K 0.03%
4,166
-1,725
179
$345K 0.03%
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180
$339K 0.02%
5,600
181
$334K 0.02%
23,567
-2,698
182
$332K 0.02%
24,102
-2,280
183
$330K 0.02%
2,773
-104
184
$327K 0.02%
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185
$324K 0.02%
3,141
186
$320K 0.02%
3,264
187
$319K 0.02%
65,451
-6,508
188
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189
$303K 0.02%
1,600
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190
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19,152
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191
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11,091
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192
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193
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194
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195
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196
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197
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16,266
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198
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2,651
199
$269K 0.02%
3,003
-125
200
$268K 0.02%
6,306
-221
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