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
$467M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$5.15M
2 +$3.84M
3 +$2.96M
4
CARR icon
Carrier Global
CARR
+$2.94M
5
META icon
Meta Platforms (Facebook)
META
+$2.66M

Top Sells

1 +$5.16M
2 +$4.85M
3 +$4.16M
4
PWR icon
Quanta Services
PWR
+$2.09M
5
PCAR icon
PACCAR
PCAR
+$1.89M

Sector Composition

1 Technology 19.98%
2 Healthcare 14.94%
3 Consumer Discretionary 9.28%
4 Industrials 8.38%
5 Financials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,725
127
-46,280
128
-2,760
129
-12,250
130
-6,042