OPCM

Osborne Partners Capital Management Portfolio holdings

AUM $1.94B
1-Year Est. Return 19.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.57%
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
+$89.8M
2
+$43.3M
3
+$28.8M
4
INCO icon
Columbia India Consumer ETF
INCO
+$27.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M

Top Sells

1
+$45.6M
2
+$27.2M
3
+$16.2M
4
ADP icon
Automatic Data Processing
ADP
+$13.7M
5
PG icon
Procter & Gamble
PG
+$12.4M

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
in Stake 		Capital Flow
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