OCM
Osterweis Capital Management Portfolio holdings
AUM
$2.09B
1-Year Return
16.35%
This Quarter Return
+5.76%
1 Year Return
+16.35%
3 Year Return
+73.98%
5 Year Return
+137.82%
10 Year Return
+432.96%
AUM
$1.55B
AUM Growth
+$140M
(+10%)
Cap. Flow
-$219M
Cap. Flow
% of AUM
-14.15%
Top 10 Holdings %
Top 10 Hldgs %
31.71%
Holding
119
New
15
Increased
31
Reduced
35
Closed
12
Top Buys
| 1 |
Blue Bird Corp
BLBD
|
$58.3M |
| 2 |
Digital Realty Trust
DLR
|
$24.7M |
| 3 |
Agilent Technologies
A
|
$12M |
| 4 |
Insulet
PODD
|
$6.73M |
| 5 |
Hologic
HOLX
|
$6.1M |
Top Sells
| 1 |
Intel
INTC
|
$17.8M |
| 2 |
Starbucks
SBUX
|
$17.7M |
| 3 |
Charter Communications
CHTR
|
$11M |
| 4 |
Teleflex
TFX
|
$6.92M |
| 5 |
Inogen
INGN
|
$5.4M |
Sector Composition
| 1 | Healthcare | 13.43% |
| 2 | Industrials | 12.75% |
| 3 | Communication Services | 9.52% |
| 4 | Technology | 8.99% |
| 5 | Financials | 8.31% |
