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
$1.1B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$42.3M
3
+$30.1M
4
INCO icon
Columbia India Consumer ETF
INCO
+$27.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.4M

Top Sells

1
+$46.9M
2
+$27.6M
3
+$16M
4
ADP icon
Automatic Data Processing
ADP
+$14.9M
5
PG icon
Procter & Gamble
PG
+$12.9M

Sector Composition

1 Technology 10.42%
2 Consumer Discretionary 7.74%
3 Healthcare 7.27%
4 Industrials 4.79%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
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