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
$365M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$27.5M
2 +$6.35M
3 +$5.58M
4
SSYS icon
Stratasys
SSYS
+$5.26M
5
HQY icon
HealthEquity
HQY
+$4.77M

Top Sells

1 +$8.53M
2 +$8.28M
3 +$7.02M
4
MMS icon
Maximus
MMS
+$5.16M
5
SHOO icon
Steven Madden
SHOO
+$3.75M

Sector Composition

1 Technology 32.5%
2 Healthcare 14.8%
3 Consumer Discretionary 13.27%
4 Industrials 8.26%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-40,000
152
-11,600
153
-412,389
154
-600,000
155
-8,200