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
$298M
AUM Growth
-$9.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$726K
2 +$428K
3 +$243K
4
CCI icon
Crown Castle
CCI
+$215K
5
WIX icon
WIX.com
WIX
+$213K

Top Sells

1 +$5.94M
2 +$1.26M
3 +$1.22M
4
SII
Sprott
SII
+$1.14M
5
FDX icon
FedEx
FDX
+$783K

Sector Composition

1 Technology 19.71%
2 Financials 17.79%
3 Energy 12.06%
4 Healthcare 10.59%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-15,805
127
-27,015
128
-131,866
129
$0 ﹤0.01%
27,000