OI

OBH Inc Portfolio holdings

AUM $6.09M
1-Year Est. Return 12.14%
This Quarter Est. Return
1 Year Est. Return
-12.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.3M
AUM Growth
-$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$409M
2 +$84.4M
3 +$2.48M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$338K

Sector Composition

1 Consumer Discretionary 92.7%
2 Financials 7.3%
3 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$80M 92.7%
775,190
-3,962,604
2
$6.3M 7.3%
505,100
3
-357,971
4
-2
5
-776,259