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
$800M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$2.45M
3
+$2.4M
4
AON icon
Aon
AON
+$2.36M
5
SAP icon
SAP
SAP
+$2.2M

Top Sells

1
+$7.81M

Sector Composition

1 Technology 30.18%
2 Financials 15.53%
3 Communication Services 14.99%
4 Industrials 14.77%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
26
Berkshire Hathaway Class A
BRK.A
$1.03T
$798K 0.1%
1
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.03T
$533K 0.07%
1,000
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$3.39T
$526K 0.07%
3,400
1
2