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
$492M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$50.3M
2 +$33.7M
3 +$18.9M
4
MSFT icon
Microsoft
MSFT
+$15.2M
5
CHTR icon
Charter Communications
CHTR
+$14.7M

Top Sells

1 +$102M
2 +$45.1M
3 +$1.35M

Sector Composition

1 Technology 37.27%
2 Communication Services 25.48%
3 Financials 15.98%
4 Industrials 12.22%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1M 0.2%
7,285
27
$993K 0.2%
29,370
28
$529K 0.11%
+8,160
29
$416K 0.08%
1,966
30
-1,419,900