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
$823M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$7.18M
2 +$6.88M
3 +$6.75M
4
POWI icon
Power Integrations
POWI
+$6.56M
5
VRT icon
Vertiv
VRT
+$6.15M

Top Sells

1 +$30.2M
2 +$6.26M
3 +$5.79M
4
FN icon
Fabrinet
FN
+$4.77M
5
SYNA icon
Synaptics
SYNA
+$4.47M

Sector Composition

1 Technology 31.71%
2 Healthcare 19.34%
3 Industrials 15.36%
4 Consumer Discretionary 10.7%
5 Materials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-51,600