OBGC

O'Brien Greene & Co Portfolio holdings

AUM $306M
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$755M
AUM Growth
+$490M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$21.3M
3
+$20.4M
4
DHR icon
Danaher
DHR
+$19.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.5M

Top Sells

1
+$647K
2
+$548K
3
+$215K
4
ASPU
ASPEN GROUP, INC.
ASPU
+$8.81K

Sector Composition

1 Technology 17.99%
2 Energy 14.72%
3 Healthcare 13.94%
4 Financials 9.82%
5 Materials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.19%
16,722
+11,148
77
$1.43M 0.19%
9,882
+6,588
78
$1.42M 0.19%
16,512
+10,826
79
$1.42M 0.19%
39,600
+20,400
80
$1.4M 0.19%
6,533
+4,471
81
$1.39M 0.18%
31,842
+21,228
82
$1.35M 0.18%
7,959
+5,468
83
$1.35M 0.18%
+32,700
84
$1.35M 0.18%
26,842
+18,910
85
$1.33M 0.18%
16,159
+11,144
86
$1.33M 0.18%
32,320
+22,117
87
$1.3M 0.17%
17,112
+11,408
88
$1.3M 0.17%
29,692
+20,320
89
$1.29M 0.17%
48,126
+32,084
90
$1.28M 0.17%
10,119
+6,746
91
$1.26M 0.17%
9,347
+6,245
92
$1.25M 0.17%
4,641
+3,093
93
$1.2M 0.16%
40,932
+27,370
94
$1.19M 0.16%
3,684
+2,535
95
$1.13M 0.15%
16,677
+11,116
96
$1.07M 0.14%
6,555
+4,683
97
$1.05M 0.14%
16,768
+11,634
98
$997K 0.13%
4,524
+3,016
99
$995K 0.13%
5,820
+3,880
100
$927K 0.12%
2,865
+1,910
1 2 3
4
5