OPCM

Osborne Partners Capital Management Portfolio holdings

AUM $1.88B
1-Year Est. Return 14.13%
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.7M
3
+$10.2M
4
AMD icon
Advanced Micro Devices
AMD
+$5.99M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.26M

Top Sells

1
+$10.2M
2
+$9.22M
3
+$6.38M
4
INTU icon
Intuit
INTU
+$4.99M
5
TWLO icon
Twilio
TWLO
+$4.94M

Sector Composition

1 Technology 12.54%
2 Healthcare 9%
3 Consumer Discretionary 7.84%
4 Industrials 5.36%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.05%
420,043
-6,844
27
$13.1M 1.03%
573,164
+9,086
28
$12.7M 1%
367,039
+3,222
29
$12.6M 0.99%
135,727
+2,344
30
$12.6M 0.99%
82,848
-488
31
$12.5M 0.98%
52,207
-390
32
$12.2M 0.96%
58,960
-734
33
$12M 0.94%
108,876
-2,817
34
$11.5M 0.9%
103,906
-608
35
$10.9M 0.85%
138,655
-5,461
36
$10.9M 0.85%
35,172
+627
37
$10.4M 0.82%
194,213
+144
38
$10.3M 0.81%
331,125
-2,440
39
$10.2M 0.8%
+391,039
40
$10.2M 0.8%
81,417
-615
41
$9.93M 0.78%
47,795
-300
42
$9.87M 0.77%
309,867
-45,607
43
$9.82M 0.77%
451,461
-1,285
44
$9.66M 0.76%
61,152
-250
45
$9.64M 0.76%
63,505
-50
46
$9.51M 0.75%
185,616
+651
47
$9.36M 0.74%
51,828
+375
48
$9.36M 0.73%
106,088
-11,808
49
$9.28M 0.73%
117,804
-2,316
50
$9.26M 0.73%
76,932
+2,665
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2
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