AO

Allen Operations Portfolio holdings

AUM $727M
1-Year Est. Return 96.81%
This Quarter Est. Return
1 Year Est. Return
+96.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$65.3M
2 +$6.97M
3 +$5.28M
4
MSFT icon
Microsoft
MSFT
+$5.04M
5
MTCH icon
Match Group
MTCH
+$1.28M

Top Sells

1 +$3.29M
2 +$2.01M
3 +$959K
4
QUOT
Quotient Technology Inc
QUOT
+$535K

Sector Composition

1 Technology 43.12%
2 Communication Services 20.98%
3 Financials 19.95%
4 Consumer Discretionary 11.01%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-26,670
27
-73,066