OBGC
O'Brien Greene & Co Portfolio holdings
AUM
$306M
1-Year Return
18.91%
This Quarter Return
-12.22%
1 Year Return
+18.91%
3 Year Return
+60.12%
5 Year Return
+129.45%
10 Year Return
–
AUM
$168M
AUM Growth
–
Cap. Flow
+$168M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.23%
Holding
107
New
107
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$6.39M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$6.27M |
| 3 |
Cisco
CSCO
|
+$6.25M |
| 4 |
Union Pacific
UNP
|
+$5.05M |
| 5 |
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% |