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
$197M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$3.11M
2 +$3.03M
3 +$956K
4
SSNC icon
SS&C Technologies
SSNC
+$723K
5
LOW icon
Lowe's Companies
LOW
+$552K

Top Sells

1 +$2.96M
2 +$1.67M
3 +$701K
4
FDX icon
FedEx
FDX
+$664K
5
AAPL icon
Apple
AAPL
+$636K

Sector Composition

1 Technology 16.61%
2 Healthcare 14.31%
3 Financials 13.24%
4 Consumer Discretionary 10.45%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$27K 0.01%
228,620
102
-191,160
103
-13,500
104
-146,000
105
-46,600