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
$1.62B
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.45M
3
+$5.43M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.67M
5
FMC icon
FMC
FMC
+$3.61M

Top Sells

1
+$9.3M
2
+$6.26M
3
+$5.75M
4
AMD icon
Advanced Micro Devices
AMD
+$5.14M
5
NVDA icon
NVIDIA
NVDA
+$3.75M

Sector Composition

1 Technology 14.58%
2 Consumer Discretionary 8.09%
3 Healthcare 7.26%
4 Financials 6.46%
5 Industrials 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$91K 0.01%
10,602
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5 6 7 8
9