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
$688M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$5.09M
2 +$4.04M
3 +$2.97M
4
KMI icon
Kinder Morgan
KMI
+$1.82M
5
TWTR
Twitter, Inc.
TWTR
+$1.62M

Top Sells

1 +$7.68M
2 +$6.48M
3 +$5M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.37M
5
ALTR
Altera Corp
ALTR
+$3.92M

Sector Composition

1 Healthcare 15.13%
2 Technology 12.93%
3 Financials 12.64%
4 Consumer Staples 9.51%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
17,000