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
$1.25B
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$9.72M
2 +$5.54M
3 +$3.95M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.65M
5
PDD icon
Pinduoduo
PDD
+$3.22M

Top Sells

1 +$7M
2 +$6.45M
3 +$5.84M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.91M

Sector Composition

1 Technology 11.05%
2 Consumer Discretionary 9.09%
3 Healthcare 7.49%
4 Communication Services 4.71%
5 Financials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$290K 0.02%
4,000
177
$290K 0.02%
8,800
-1,000
178
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+1,650
179
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180
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181
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182
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183
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188
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195
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+284
196
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197
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198
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199
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200
-6,632