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
$1.19B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$20.4M
3
+$17.8M
4
MCO icon
Moody's
MCO
+$15.9M
5
SLB icon
SLB Limited
SLB
+$12.6M

Top Sells

1
+$52.8M
2
+$33.9M
3
+$8.45M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$7.12M
5
BND icon
Vanguard Total Bond Market
BND
+$7.07M

Sector Composition

1 Healthcare 19.36%
2 Communication Services 15.48%
3 Financials 13.13%
4 Consumer Discretionary 11.3%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$241K 0.02%
+8,017
177
$237K 0.02%
4,000
178
$228K 0.02%
13,096
-5,943
179
$221K 0.02%
8,596
-3,876
180
$191K 0.02%
12,420
-4,139
181
$187K 0.02%
10,025
182
$187K 0.02%
+27,563
183
$173K 0.01%
11,937
-14,439
184
$169K 0.01%
12,821
-13,925
185
$168K 0.01%
13,256
-14,418
186
$168K 0.01%
13,124
-14,261
187
$168K 0.01%
11,866
-12,906
188
$167K 0.01%
11,135
-12,101
189
$166K 0.01%
12,460
-13,544
190
$165K 0.01%
11,935
-12,983
191
$165K 0.01%
11,518
-14,155
192
$152K 0.01%
11,780
-12,718
193
$148K 0.01%
11,569
-15,847
194
$148K 0.01%
14,441
-15,703
195
$144K 0.01%
13,639
-14,829
196
$143K 0.01%
10,451
-12,507
197
$142K 0.01%
18,171
-19,755
198
$141K 0.01%
34,960
-37,925
199
$139K 0.01%
11,223
-12,203
200
$138K 0.01%
14,122
-15,345
6 7
8
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