OPCM

Osborne Partners Capital Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 14.32%
This Quarter Est. Return
1 Year Est. Return
+14.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$5.98M
3
+$5.64M
4
AAPL icon
Apple
AAPL
+$5.41M
5
ZGN icon
Zegna
ZGN
+$4.98M

Top Sells

1
+$9.49M
2
+$6.22M
3
+$5.88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.77M
5
MSFT icon
Microsoft
MSFT
+$1.69M

Sector Composition

1 Technology 16.52%
2 Consumer Discretionary 8.98%
3 Healthcare 6.71%
4 Financials 5.86%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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9,007
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5,690
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181
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182
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183
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188
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