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
$321M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$8.19M
2 +$1.11M
3 +$219K
4
SBSW icon
Sibanye-Stillwater
SBSW
+$189K
5
SII
Sprott
SII
+$130K

Top Sells

1 +$8.6M
2 +$1.15M
3 +$886K
4
DHR icon
Danaher
DHR
+$756K
5
SPGI icon
S&P Global
SPGI
+$753K

Sector Composition

1 Technology 21.3%
2 Financials 16.12%
3 Industrials 11.39%
4 Healthcare 10.72%
5 Energy 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-127,000
127
-29,200
128
-4,120
129
-15,268
130
-8,340
131
$0 ﹤0.01%
27,000