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
$582M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$39.2M
2 +$23.9M
3 +$6.84M
4
DIBS icon
1stdibs.com
DIBS
+$6.16M
5
CHTR icon
Charter Communications
CHTR
+$5.26M

Top Sells

1 +$18.4M
2 +$6.67M
3 +$3.35M
4
LH icon
Labcorp
LH
+$1.77M

Sector Composition

1 Technology 40.44%
2 Communication Services 23.8%
3 Financials 18.08%
4 Industrials 11.63%
5 Healthcare 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.92M 0.33%
6,906
27
$1.83M 0.31%
200,079
28
$1.79M 0.31%
2,764
29
$1.77M 0.3%
19,666
+11,506
30
$1.57M 0.27%
32,800
31
$1.17M 0.2%
7,285
32
$1.11M 0.19%
29,370
33
$460K 0.08%
1,966
34
-98,112
35
-8,065