OBGC

O'Brien Greene & Co Portfolio holdings

AUM $325M
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$6.46M
2 +$5.47M
3 +$1.49M
4
FLBR icon
Franklin FTSE Brazil ETF
FLBR
+$693K
5
CROX icon
Crocs
CROX
+$674K

Top Sells

1 +$4.78M
2 +$3.95M
3 +$1M
4
WIX icon
WIX.com
WIX
+$952K
5
IBKR icon
Interactive Brokers
IBKR
+$933K

Sector Composition

1 Financials 17.55%
2 Technology 16.46%
3 Energy 11.23%
4 Industrials 10.8%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SBSW icon
126
Sibanye-Stillwater
SBSW
$9.4B
-10,000
VOXR
127
Vox Royalty Corp
VOXR
$359M
-15,000
WIX icon
128
WIX.com
WIX
$5.59B
-6,006
PLXP
129
DELISTED
PLx Pharma Inc. Common Stock
PLXP
-27,000