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
101
$4.58M 0.28%
30,862
+1,196
102
$4.15M 0.26%
82,126
+7,158
103
$4.03M 0.25%
40,814
-2,757
104
$3.89M 0.24%
42,460
105
$3.86M 0.24%
16,783
-50
106
$3.65M 0.22%
23,064
-4,021
107
$3.52M 0.22%
40,950
108
$3.52M 0.22%
12,365
109
$3.13M 0.19%
44,694
110
$2.79M 0.17%
21,550
-142
111
$2.55M 0.16%
9,802
-500
112
$2.48M 0.15%
14,638
-1,201
113
$2.35M 0.15%
16,980
114
$2.32M 0.14%
81,515
-345,770
115
$2.32M 0.14%
12,730
-118
116
$2.25M 0.14%
6,132
-65
117
$2.22M 0.14%
12,405
118
$2.17M 0.13%
119,395
+5,167
119
$2.03M 0.13%
16,474
-2,390
120
$1.87M 0.12%
8,221
-140
121
$1.79M 0.11%
11,338
-120
122
$1.72M 0.11%
8,720
-234
123
$1.58M 0.1%
25,845
-300
124
$1.57M 0.1%
17,975
125
$1.55M 0.1%
7,391
+829
3 4
5
6 7