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
76
$5.99M 0.47%
157,653
+1,966
77
$5.99M 0.47%
+92,477
78
$5.88M 0.46%
30,584
-669
79
$5.76M 0.45%
65,799
-2,678
80
$5.76M 0.45%
2,857
-23
81
$5.7M 0.45%
12,481
-14
82
$5.66M 0.44%
18,710
+1,409
83
$5.62M 0.44%
81,823
-6,687
84
$5.54M 0.44%
81,778
+3,672
85
$5.4M 0.42%
70,607
+2,333
86
$5.27M 0.41%
45,022
87
$5.23M 0.41%
174,760
-2,360
88
$5.17M 0.41%
58,677
+5,298
89
$5.12M 0.4%
28,956
-313
90
$4.91M 0.39%
37,002
+2,772
91
$4.91M 0.39%
49,391
-1,029
92
$4.82M 0.38%
172,342
+1,587
93
$4.63M 0.36%
32,983
+1,199
94
$4.3M 0.34%
42,460
-60
95
$3.95M 0.31%
14,793
-106
96
$3.88M 0.3%
29,450
+1,500
97
$3.8M 0.3%
49,428
+2,385
98
$3.39M 0.27%
47,662
-235
99
$3.3M 0.26%
12,565
100
$3.22M 0.25%
15,035
-15
2 3
4
5 6