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
51
$9.25M 0.73%
275,769
-2,711
52
$9.09M 0.71%
162,560
+2,950
53
$9.06M 0.71%
64,029
+1,564
54
$8.93M 0.7%
214,593
-3,202
55
$8.69M 0.68%
252,702
-14,418
56
$8.44M 0.66%
42,372
-10
57
$8.05M 0.63%
46,476
-1,220
58
$7.95M 0.62%
114,482
+2,463
59
$7.93M 0.62%
102,293
-11,165
60
$7.54M 0.59%
86,834
-59
61
$7.49M 0.59%
42,768
-1,693
62
$7.48M 0.59%
121,439
-2,976
63
$7.42M 0.58%
157,026
-45,876
64
$7.33M 0.58%
206,807
-8,440
65
$7.23M 0.57%
69,470
-404
66
$6.86M 0.54%
67,944
+1,552
67
$6.83M 0.54%
224,240
+13,600
68
$6.8M 0.53%
94,490
-307
69
$6.69M 0.53%
80,646
-1,854
70
$6.69M 0.53%
21,174
-45
71
$6.62M 0.52%
7,820
+209
72
$6.61M 0.52%
365,657
+1,867
73
$6.59M 0.52%
127,887
-2,001
74
$6.16M 0.48%
78,704
-2,550
75
$6.07M 0.48%
89,411
+19,511
1 2
3
4 5