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
$168M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$6.39M
2 +$6.27M
3 +$6.25M
4
UNP icon
Union Pacific
UNP
+$5.05M
5
WMT icon
Walmart
WMT
+$4.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.56%
2 Technology 13.55%
3 Industrials 12.19%
4 Financials 11.7%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$136K 0.08%
+37,000
102
$109K 0.06%
+10,000
103
$37K 0.02%
+228,620