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
$1.76B
AUM Growth
+$94.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.61M
3
+$3.97M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.46M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.17M

Top Sells

1
+$6.43M
2
+$6.37M
3
+$5.04M
4
WNS
WNS Holdings
WNS
+$4.56M
5
AAPL icon
Apple
AAPL
+$2.27M

Sector Composition

1 Technology 16.25%
2 Consumer Discretionary 8.19%
3 Healthcare 7.4%
4 Financials 6.26%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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$644K 0.04%
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