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
$1.44B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$68.7M
2
+$16.1M
3
+$13.6M
4
TDG icon
TransDigm Group
TDG
+$12.1M
5
MCO icon
Moody's
MCO
+$8.77M

Top Sells

1
+$63.3M
2
+$14.9M
3
+$6.34M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.92M
5
ENT
Global Eagle Entertainment Inc.
ENT
+$3.3M

Sector Composition

1 Healthcare 18.69%
2 Communication Services 16.65%
3 Financials 13.78%
4 Industrials 10.98%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$308K 0.02%
1,600
177
$306K 0.02%
24,599
-6,904
178
$295K 0.02%
11,800
179
$292K 0.02%
2,911
180
$286K 0.02%
+40,146
181
$285K 0.02%
+14,010
182
$284K 0.02%
18,353
-6,534
183
$284K 0.02%
5,087
184
$284K 0.02%
+95,765
185
$283K 0.02%
8,627
+1,000
186
$282K 0.02%
2,346
187
$281K 0.02%
9,940
-5,160
188
$278K 0.02%
5,938
189
$275K 0.02%
31,960
-1,449
190
$271K 0.02%
6,982
-1,115
191
$263K 0.02%
3,318
192
$261K 0.02%
+3,278
193
$256K 0.02%
+2,083
194
$249K 0.02%
+1,347
195
$241K 0.02%
1,758
196
$240K 0.02%
10,025
197
$226K 0.02%
12,531
-562
198
$221K 0.02%
9,505
199
$218K 0.02%
26,507
-1,183
200
$216K 0.02%
+2,294
6 7
8
9 10