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
$1.27B
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$13.7M
3 +$10.2M
4
AMD icon
Advanced Micro Devices
AMD
+$5.99M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.26M

Top Sells

1 +$10.2M
2 +$9.22M
3 +$6.38M
4
INTU icon
Intuit
INTU
+$4.99M
5
TWLO icon
Twilio
TWLO
+$4.94M

Sector Composition

1 Technology 12.54%
2 Healthcare 9%
3 Consumer Discretionary 7.84%
4 Industrials 5.36%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$207K 0.02%
1,660
-128
202
$183K 0.01%
42,300
-15,000
203
$144K 0.01%
11,102
+383
204
$103K 0.01%
2,178
205
-15,011
206
-4,809
207
-9,475
208
-21,892
209
-12,750
210
-12,886
211
-1,902
212
-1,700
213
-71,408
214
-18,296