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
$2.08B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$25.9M
3
+$21.2M
4
BUD icon
AB InBev
BUD
+$19.9M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.1M

Top Sells

1
+$76.3M
2
+$46.9M
3
+$23.7M
4
ORCL icon
Oracle
ORCL
+$19.3M
5
SLB icon
SLB Ltd
SLB
+$13.9M

Sector Composition

1 Communication Services 19.16%
2 Healthcare 16.21%
3 Financials 11.97%
4 Consumer Discretionary 11.3%
5 Technology 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$372K 0.02%
4,774
+6
177
$372K 0.02%
13,396
-914
178
$369K 0.02%
17,098
-1,177
179
$369K 0.02%
+18,105
180
$367K 0.02%
1,855
+4
181
$367K 0.02%
3,206
-223
182
$367K 0.02%
30,936
+10
183
$365K 0.02%
30,356
-19,600
184
$357K 0.02%
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+9
185
$347K 0.02%
9,701
+8
186
$336K 0.02%
3,280
-6,102
187
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5,087
-220
188
$331K 0.02%
3,531
+133
189
$328K 0.02%
+13,993
190
$321K 0.02%
3,810
-46,878
191
$321K 0.02%
5,938
192
$318K 0.02%
+1,600
193
$318K 0.02%
2,671
194
$308K 0.01%
8,807
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195
$301K 0.01%
8,800
196
$298K 0.01%
17,182
+3
197
$297K 0.01%
1,758
198
$295K 0.01%
2,810
199
$292K 0.01%
10,156
+1,062
200
$286K 0.01%
14,812
+4
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8
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