OPCM
Osborne Partners Capital Management Portfolio holdings
AUM
$1.88B
This Quarter Return
+0.57%
1 Year Return
+14.13%
3 Year Return
+53.33%
5 Year Return
+97.64%
10 Year Return
+219.94%
AUM
$761M
AUM Growth
+$761M
(-8%)
Cap. Flow
-$65.6M
Cap. Flow
% of AUM
-8.61%
Top 10 Holdings %
Top 10 Hldgs %
26.2%
Holding
191
New
7
Increased
20
Reduced
110
Closed
13
Top Buys
| 1 |
Artisan Partners
APAM
|
$3.47M |
| 2 |
ATW
Atwood Oceanics
ATW
|
$2.04M |
| 3 |
Alibaba
BABA
|
$921K |
| 4 |
EVHC
Envision Healthcare Holdings Inc
EVHC
|
$903K |
| 5 |
Quanta Services
PWR
|
$690K |
Top Sells
| 1 |
Apple
AAPL
|
$3.88M |
| 2 |
Chevron
CVX
|
$3.81M |
| 3 |
PepsiCo
PEP
|
$2.97M |
| 4 |
Affiliated Managers Group
AMG
|
$2.96M |
| 5 |
CVS Health
CVS
|
$2.47M |
Sector Composition
| 1 | Healthcare | 14.2% |
| 2 | Technology | 13.51% |
| 3 | Financials | 12.13% |
| 4 | Consumer Staples | 10.41% |
| 5 | Industrials | 8.62% |
