AIM

Allen Investment Management Portfolio holdings

AUM $9.17B
1-Year Est. Return 26.06%
This Quarter Est. Return
1 Year Est. Return
+26.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$955M
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$28.7M
3
+$23.5M
4
BUD icon
AB InBev
BUD
+$21.5M
5
AZN icon
AstraZeneca
AZN
+$18.6M

Top Sells

1
+$20.4M
2
+$20.4M
3
+$18.9M
4
STWD icon
Starwood Property Trust
STWD
+$17.7M
5
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$9.29M

Sector Composition

1 Healthcare 30.09%
2 Technology 10.35%
3 Financials 9.49%
4 Materials 8.31%
5 Consumer Staples 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 3.77%
660,717
+11,443
2
$33.9M 3.54%
+200,050
3
$32.9M 3.44%
285,800
+187,269
4
$32.8M 3.44%
300,000
-50,000
5
$28.7M 3%
+290,000
6
$27.4M 2.86%
573,000
+47,750
7
$27.1M 2.83%
300,000
+50,000
8
$25.8M 2.7%
195,236
-154,764
9
$25M 2.61%
375,000
10
$24.3M 2.55%
717,850
+386,018
11
$24M 2.51%
345,596
+187,073
12
$23.9M 2.51%
302,381
+139,960
13
$23.5M 2.46%
+100,000
14
$23.2M 2.42%
124,404
+58,488
15
$21.8M 2.28%
251,224
+136,470
16
$21.7M 2.27%
300,361
+234,592
17
$21.5M 2.25%
1,000,000
18
$20.9M 2.19%
815,596
19
$19.6M 2.05%
789,035
+56,369
20
$19.5M 2.04%
300,000
-3,011
21
$18.8M 1.97%
256,542
+122,085
22
$18.6M 1.94%
+500,000
23
$17.5M 1.83%
235,491
+205,140
24
$16.5M 1.73%
+132,306
25
$16M 1.67%
215,604
1
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