BOC

Barbara Oil Co Portfolio holdings

AUM $254M
1-Year Est. Return 18.04%
This Quarter Est. Return
1 Year Est. Return
+18.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$683K
3 +$635K
4
JPM icon
JPMorgan Chase
JPM
+$119K

Top Sells

1 +$862K
2 +$634K

Sector Composition

1 Industrials 21.2%
2 Financials 20.12%
3 Healthcare 20.11%
4 Technology 14.78%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,000