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NOCM
Night Owl Capital Management Portfolio holdings
AUM
$858M
1-Year Est. Return
31.41%
This Fund
S&P 500
1 Year Est. Return
+31.41%
AUM
$858M
AUM Growth
-$54.4M
(-6%)
Holding
30
Top Buys
| 1 | +$9.6M | |
| 2 | +$2.58M | |
| 3 | +$671K | |
| 4 |
Microsoft
MSFT
|
+$477K |
| 5 |
Amazon
AMZN
|
+$390K |
Sector Composition
| 1 | Industrials | 26.8% |
| 2 | Technology | 23.75% |
| 3 | Communication Services | 20.98% |
| 4 | Financials | 10.79% |
| 5 | Consumer Discretionary | 7.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares 0-3 Month Treasury Bond ETF
SGOV
$94.8B
| $6.14M | 0.72% |
61,026
+2,902
|
|
||
27
CoStar Group
CSGP
$12.4B
| $4.41M | 0.51% |
109,244
+629
|
|
||
28
Alphabet (Google) Class A
GOOGL
$4.44T
| $978K | 0.11% |
3,400
|
|
||
29
Berkshire Hathaway Class A
BRK.A
$1.06T
| $718K | 0.08% |
1
|
|
||
|
30
Berkshire Hathaway Class B
BRK.B
$1.06T
| $479K | 0.06% |
1,000
|
|