OPCM

Osborne Partners Capital Management Portfolio holdings

AUM $1.94B
1-Year Est. Return 19.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$774M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Sells

1 +$7.42M
2 +$2.1M
3 +$590K
4
BP icon
BP
BP
+$508K
5
AMG icon
Affiliated Managers Group
AMG
+$348K

Sector Composition

1 Technology 14.36%
2 Healthcare 13.67%
3 Financials 12.01%
4 Consumer Staples 10.65%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$3K ﹤0.01%
17,000
152
-772
153
-2,000