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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
$1.19B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$63.6M
2
+$22.3M
3
+$17.8M
4
MCO icon
Moody's
MCO
+$15.9M
5
SLB icon
SLB Ltd
SLB
+$13.5M

Top Sells

1
+$52.8M
2
+$33.9M
3
+$7.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$7.37M
5
BND icon
Vanguard Total Bond Market
BND
+$7.07M

Sector Composition

1 Healthcare 19.36%
2 Communication Services 15.48%
3 Financials 13.13%
4 Consumer Discretionary 11.3%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$32K ﹤0.01%
20,435
-9,456
202
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-8,733
203
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-12,965
204
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-7,923
205
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-2,773
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-6,923
209
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212
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214
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218
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220
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221
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-34,904
222
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