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
$2.4B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$38.7M
3
+$29.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.3M

Top Sells

1
+$37.1M
2
+$12.2M
3
+$10.4M
4
MON
Monsanto Co
MON
+$9.08M
5
MCO icon
Moody's
MCO
+$7.5M

Sector Composition

1 Communication Services 17.46%
2 Consumer Discretionary 14.95%
3 Healthcare 12.55%
4 Technology 10.19%
5 Financials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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186
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4 5 6 7
8