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
$1.32B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$27.9M
3
+$21.2M
4
TLM
TALISMAN ENERGY INC
TLM
+$19.6M
5
EBAY icon
eBay
EBAY
+$19.3M

Top Sells

1
+$263M
2
+$44.4M
3
+$32.5M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$21.4M
5
LNG icon
Cheniere Energy
LNG
+$19.6M

Sector Composition

1 Healthcare 29.23%
2 Technology 13.61%
3 Consumer Staples 7.19%
4 Consumer Discretionary 6.88%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$270K 0.02%
2,651
-38
202
$262K 0.02%
+4,860
203
$255K 0.02%
10,838
-11,175
204
$253K 0.02%
+6,527
205
$253K 0.02%
+11,956
206
$252K 0.02%
+4,485
207
$250K 0.02%
1,758
-23
208
$249K 0.02%
4,325
-1,838
209
$238K 0.02%
3,318
210
$234K 0.02%
9,901
-2,232
211
$230K 0.02%
1,598
212
$227K 0.02%
350
-62
213
$213K 0.02%
3,504
-9,266
214
$207K 0.02%
+4,000
215
$204K 0.02%
+14,147
216
$200K 0.02%
+3,338
217
$169K 0.01%
12,336
-70,435
218
$166K 0.01%
14,271
-2,443
219
$163K 0.01%
+12,871
220
$132K 0.01%
+10,698
221
$88K 0.01%
14,046
222
$69K 0.01%
+10,333
223
$50K ﹤0.01%
+15,524
224
$44K ﹤0.01%
+15,853
225
$19K ﹤0.01%
+62
7 8
9
10 11