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
$252M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$3.55M
3 +$1.09M
4
ATEX icon
Anterix
ATEX
+$858K
5
SII
Sprott
SII
+$532K

Top Sells

1 +$5.67M
2 +$4.78M
3 +$3.48M
4
ETSY icon
Etsy
ETSY
+$1.29M
5
UHAL icon
U-Haul Holding Co
UHAL
+$1.06M

Sector Composition

1 Technology 18.05%
2 Healthcare 14.06%
3 Financials 10.74%
4 Consumer Discretionary 9.74%
5 Consumer Staples 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,700
127
-10,000
128
-1,389
129
-10,000
130
-2,100
131
-23,450
132
-10,000