OPCM
Osborne Partners Capital Management Portfolio holdings
AUM
$1.88B
This Quarter Return
+2.3%
1 Year Return
+14.13%
3 Year Return
+53.33%
5 Year Return
+97.64%
10 Year Return
+219.94%
AUM
$699M
AUM Growth
–
Cap. Flow
+$699M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.56%
Holding
173
New
173
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Procter & Gamble
PG
|
$23.6M |
| 2 |
Wells Fargo
WFC
|
$22.1M |
| 3 |
Exxon Mobil
XOM
|
$21.6M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$21.4M |
| 5 |
Microsoft
MSFT
|
$18.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.08% |
| 2 | Healthcare | 12.27% |
| 3 | Financials | 11.1% |
| 4 | Consumer Staples | 11.01% |
| 5 | Energy | 9.4% |
