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OAM

Oberweis Asset Management Portfolio holdings

AUM $3.39B
1-Year Est. Return 105.5%
This Fund
S&P 500
This Quarter Est. Return
+13.23%
1 Year Est. Return
+105.5%
3 Year Est. Return
+311.52%
5 Year Est. Return
+632.9%
10 Year Est. Return
+11,604.3%
AUM
$353M
AUM Growth
Cap. Flow
+$332M
Cap. Flow %
94%
Top 10 Hldgs %
34.51%
Holding
147
New
147
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.41%
2 Industrials 20.72%
3 Consumer Discretionary 6.11%
4 Financials 4.91%
5 Real Estate 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MDSO
1
DELISTED
Medidata Solutions, Inc.
MDSO
$19.6M 5.57%
+507,358
New +$16.5M
SPRD
2
DELISTED
SPREADTRUM COMMUNICATIONS INC ADS (CAYMAN ISLANDS)
SPRD
$15.5M 4.39%
+589,535
New +$12.3M
FRAN
3
DELISTED
Francesca's Holdings Corporation
FRAN
$14.6M 4.14%
+43,760
New +$14.8M
WEB
4
DELISTED
Web.com Group, Inc.
WEB
$11.2M 3.18%
+438,467
New +$8.65M
RRTS
5
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
$10.6M 3.02%
+15,300
New +$9.74M
VNET
6
VNET Group
VNET
$2.2B
$10.5M 2.96%
+922,963
New +$8.97M
EFOR
7
Everforth Inc
EFOR
$796M
$10.3M 2.92%
+386,074
New +$9.72M
IPGP icon
8
IPG Photonics
IPGP
$4.07B
$9.87M 2.8%
+162,595
New +$9.93M
ELLI
9
DELISTED
Ellie Mae Inc
ELLI
$9.81M 2.78%
+425,187
New +$10M
STMP
10
DELISTED
Stamps.com, Inc.
STMP
$9.68M 2.75%
+245,788
New +$8.21M
AVG
11
DELISTED
AVG Technologies N.V.
AVG
$9.24M 2.62%
+474,949
New +$7.88M
HMSY
12
DELISTED
HMS Holdings Corp.
HMSY
$9.16M 2.6%
+393,310
New +$9.73M
LKM
13
DELISTED
Link Motion Inc.
LKM
$9.02M 2.56%
+1,115,754
New +$9.4M
ACTG icon
14
Acacia Research
ACTG
$445M
$8.92M 2.53%
+399,203
New +$10M
GPOR
15
DELISTED
Gulfport Energy Corp.
GPOR
$8.02M 2.28%
+170,390
New +$8.35M
IMMR icon
16
Immersion
IMMR
$217M
$7.57M 2.15%
+571,628
New +$7.31M
ABCO
17
DELISTED
Advisory Board Co
ABCO
$7.54M 2.14%
+137,940
New +$7M
AX icon
18
Axos Financial
AX
$5.42B
$7.39M 2.09%
+644,764
New +$6.7M
CAI
19
DELISTED
CAI International, Inc.
CAI
$6.79M 1.93%
+288,237
New +$7.67M
PMT
20
PennyMac Mortgage Investment
PMT
$835M
$6.37M 1.81%
+302,734
New +$7.07M
INVN
21
DELISTED
Invensense Inc
INVN
$6.3M 1.79%
+409,923
New +$4.84M
HSTM icon
22
HealthStream
HSTM
$772M
$6.21M 1.76%
+245,459
New +$5.92M
ENV
23
DELISTED
ENVESTNET, INC.
ENV
$6.09M 1.73%
+247,757
New +$5.02M
CYBX
24
DELISTED
CYBERONICS INC
CYBX
$5.09M 1.44%
+97,943
New +$4.64M
CIVI
25
DELISTED
Civitas Resources
CIVI
$5.07M 1.44%
+1,282
New +$5.22M

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Oberweis Asset Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Oberweis Asset Management, which disclosed 147 positions worth $353M. Its ten largest holdings account for 35% of the portfolio.

Its largest position is Medidata Solutions, Inc.: 507,358 shares worth $19.6M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Industrials and Consumer Discretionary.

  • Oberweis Asset Management's largest Q2 2013 buy was Medidata Solutions, Inc.: 507,358 shares worth $19.6M.
  • Oberweis Asset Management's ten largest holdings make up 35% of its $353M portfolio in Q2 2013.
  • Oberweis Asset Management disclosed 147 positions in Q2 2013, its first 13F filing on record.

Based on Oberweis Asset Management's 13F filing for Q2 2013, filed 14 Aug 2013.