OWD

Osborn Williams & Donohoe Portfolio holdings

AUM $762M
1-Year Est. Return 2.74%
This Quarter Est. Return
1 Year Est. Return
-2.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$762M
AUM Growth
-$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$969K
3 +$915K
4
MPC icon
Marathon Petroleum
MPC
+$847K
5
TSCO icon
Tractor Supply
TSCO
+$818K

Sector Composition

1 Technology 18.6%
2 Healthcare 17.55%
3 Financials 15.08%
4 Consumer Staples 11.4%
5 Consumer Discretionary 8.7%