OBGC
O'Brien Greene & Co Portfolio holdings
AUM
$306M
1-Year Est. Return
18.91%
1 Year Est. Return
+18.91%
AUM
$298M
AUM Growth
-$9.91M
(-3.2%)
Holding
140
Top Buys
| 1 | +$726K | |
| 2 | +$428K | |
| 3 | +$243K | |
| 4 |
Crown Castle
CCI
|
+$215K |
| 5 |
WIX.com
WIX
|
+$213K |
Top Sells
| 1 | +$5.94M | |
| 2 | +$1.26M | |
| 3 | +$1.22M | |
| 4 |
SII
Sprott
SII
|
+$1.14M |
| 5 |
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
Howard Hughes
HHH
$4.76B
| – | – |
-15,805
|
|
||
|
SII
127
Sprott
SII
$2.32B
| – | – |
-27,015
|
|
||
128
Western Digital
WDC
$55.7B
| – | – |
-131,866
|
|
||
|
PLXP
129
DELISTED
PLx Pharma Inc. Common Stock
PLXP
| $0 | ﹤0.01% |
27,000
|
|