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
$682M
AUM Growth
-$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$3.73M
2 +$2.66M
3 +$1.98M
4
TWX
Time Warner Inc
TWX
+$1.82M
5
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.23M

Top Sells

1 +$4.5M
2 +$3.52M
3 +$2.83M
4
AEO icon
American Eagle Outfitters
AEO
+$2.39M
5
KMX icon
CarMax
KMX
+$1.94M

Sector Composition

1 Healthcare 15.76%
2 Technology 13.78%
3 Financials 11.86%
4 Consumer Staples 9.66%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-57,895
152
-19,395
153
-17,000