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AIM

Allen Investment Management Portfolio holdings

AUM $8.09B
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$46.6M
3
+$35.5M
4
DTV
DIRECTV COM STK (DE)
DTV
+$28M
5
NEE icon
NextEra Energy
NEE
+$26.2M

Top Sells

1
+$28.7M
2
+$25.8M
3
+$25M
4
ASH icon
Ashland
ASH
+$14.7M
5
NAVI icon
Navient
NAVI
+$12.4M

Sector Composition

1 Healthcare 31.21%
2 Technology 12.41%
3 Financials 7.56%
4 Consumer Staples 7.29%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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