OAM

Oberweis Asset Management Portfolio holdings

AUM $2.3B
1-Year Est. Return 50.6%
This Quarter Est. Return
1 Year Est. Return
+50.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.22M
3
+$4.83M
4
TMCI icon
Treace Medical Concepts
TMCI
+$3.89M
5
AYX
Alteryx Inc
AYX
+$3.32M

Top Sells

1
+$9.95M
2
+$8.9M
3
+$5.89M
4
AMRC icon
Ameresco
AMRC
+$4.93M
5
TWI icon
Titan International
TWI
+$3.45M

Sector Composition

1 Technology 30.71%
2 Healthcare 15.75%
3 Consumer Discretionary 13.53%
4 Materials 13.2%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.62M 0.41%
35,400
+15,300
77
$2.62M 0.41%
68,200
+21,900
78
$2.6M 0.4%
57,900
+13,400
79
$2.6M 0.4%
+127,300
80
$2.6M 0.4%
24,600
+7,100
81
$2.56M 0.4%
39,960
+2,255
82
$2.55M 0.4%
50,900
+17,400
83
$2.52M 0.39%
+215,600
84
$2.52M 0.39%
+180,700
85
$2.51M 0.39%
34,800
-23,980
86
$2.5M 0.39%
191,900
+63,100
87
$2.47M 0.38%
55,800
+5,700
88
$2.44M 0.38%
147,400
+50,800
89
$2.41M 0.37%
57,900
+19,400
90
$2.37M 0.37%
91,800
+28,300
91
$2.36M 0.37%
+34,600
92
$2.32M 0.36%
19,100
+5,400
93
$2.31M 0.36%
+213,300
94
$2.26M 0.35%
410,617
+72,517
95
$2.25M 0.35%
126,800
+36,800
96
$2.24M 0.35%
+46,300
97
$2.23M 0.35%
53,400
+9,800
98
$2.23M 0.35%
+241,756
99
$2.22M 0.35%
152,500
+52,700
100
$2.22M 0.34%
72,900
+26,100
2 3
4
5 6