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
$1.62B
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.78M
3
+$5.56M
4
FMC icon
FMC
FMC
+$3.94M
5
DIS icon
Walt Disney
DIS
+$3.83M

Top Sells

1
+$9.85M
2
+$6.81M
3
+$5.3M
4
PANW icon
Palo Alto Networks
PANW
+$5.18M
5
NVDA icon
NVIDIA
NVDA
+$4.68M

Sector Composition

1 Technology 14.58%
2 Consumer Discretionary 8.09%
3 Healthcare 7.26%
4 Financials 6.46%
5 Industrials 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$572K 0.04%
8,756
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152
$563K 0.03%
4,016
153
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154
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155
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156
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157
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158
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159
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161
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162
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172
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174
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$313K 0.02%
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