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
$1.62B
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.78M
3
+$5.56M
4
FMC icon
FMC
FMC
+$3.94M
5
DIS icon
Walt Disney
DIS
+$3.83M

Top Sells

1
+$9.85M
2
+$6.81M
3
+$5.3M
4
PANW icon
Palo Alto Networks
PANW
+$5.18M
5
NVDA icon
NVIDIA
NVDA
+$4.68M

Sector Composition

1 Technology 14.58%
2 Consumer Discretionary 8.09%
3 Healthcare 7.26%
4 Financials 6.46%
5 Industrials 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.43M 0.46%
405,346
+16,980
77
$7.39M 0.46%
102,179
+19,745
78
$7.09M 0.44%
70,458
+38
79
$7.04M 0.43%
52,702
+1,680
80
$7.01M 0.43%
318,736
+18,760
81
$6.93M 0.43%
71,079
+734
82
$6.86M 0.42%
128,502
+5,306
83
$6.81M 0.42%
146,499
+4,794
84
$6.62M 0.41%
19,238
-208
85
$6.51M 0.4%
57,909
+90
86
$6.15M 0.38%
76,444
+234
87
$6.11M 0.38%
23,510
-428
88
$6.07M 0.37%
62,408
+1,071
89
$5.83M 0.36%
29,450
90
$5.69M 0.35%
179,610
+2,625
91
$5.56M 0.34%
+52,202
92
$5.54M 0.34%
55,290
-1,036
93
$5.53M 0.34%
33,925
-754
94
$5.41M 0.33%
16,102
+490
95
$5.4M 0.33%
42,022
+688
96
$5.1M 0.31%
93,990
97
$5.07M 0.31%
14,641
+197
98
$5.03M 0.31%
14,935
-30
99
$5.01M 0.31%
180,379
-2,375
100
$4.66M 0.29%
99,177
-546
2 3
4
5 6