NOCM

Night Owl Capital Management Portfolio holdings

AUM $865M
1-Year Est. Return 47.35%
This Quarter Est. Return
1 Year Est. Return
+47.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$781K
2 +$434K
3 +$397K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$272K
5
TEAM icon
Atlassian
TEAM
+$141K

Top Sells

1 +$342K
2 +$340K
3 +$295K
4
META icon
Meta Platforms (Facebook)
META
+$202K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$138K

Sector Composition

1 Technology 46.61%
2 Financials 30.4%
3 Communication Services 11.19%
4 Consumer Discretionary 8.19%
5 Real Estate 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$226K 0.07%
3,380
-60