OSAM

O'Shaughnessy Asset Management Portfolio holdings

AUM $14.7B
1-Year Est. Return 27.21%
This Quarter Est. Return
1 Year Est. Return
+27.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,421
New
Increased
Reduced
Closed

Top Buys

1 +$43.5M
2 +$43M
3 +$38.8M
4
NVDA icon
NVIDIA
NVDA
+$34.4M
5
META icon
Meta Platforms (Facebook)
META
+$26.2M

Top Sells

1 +$317M
2 +$42.2M
3 +$25.1M
4
HIG icon
Hartford Financial Services
HIG
+$20.5M
5
VRSK icon
Verisk Analytics
VRSK
+$17.5M

Sector Composition

1 Technology 19.44%
2 Financials 18.41%
3 Industrials 9.32%
4 Healthcare 9.31%
5 Consumer Discretionary 8.84%