OCM
Osterweis Capital Management Portfolio holdings
AUM
$2.09B
1-Year Return
16.35%
This Quarter Return
+11.43%
1 Year Return
+16.35%
3 Year Return
+73.98%
5 Year Return
+137.82%
10 Year Return
+432.96%
AUM
$1.7B
AUM Growth
+$127M
(+8.1%)
Cap. Flow
-$230M
Cap. Flow
% of AUM
-13.48%
Top 10 Holdings %
Top 10 Hldgs %
33.14%
Holding
219
New
16
Increased
24
Reduced
75
Closed
18
Top Buys
| 1 |
Sweetgreen
SG
|
$9.6M |
| 2 |
Bio-Techne
TECH
|
$8.61M |
| 3 |
Duolingo
DUOL
|
$7.76M |
| 4 |
Skechers
SKX
|
$7.18M |
| 5 |
Adobe
ADBE
|
$6.82M |
Top Sells
| 1 |
Kenvue
KVUE
|
$17.8M |
| 2 |
Microsoft
MSFT
|
$9.82M |
| 3 |
Ametek
AME
|
$8.75M |
| 4 |
Novartis
NVS
|
$8.06M |
| 5 |
Insulet
PODD
|
$7.79M |
Sector Composition
| 1 | Technology | 24.41% |
| 2 | Healthcare | 16.08% |
| 3 | Industrials | 11.11% |
| 4 | Consumer Discretionary | 8.24% |
| 5 | Consumer Staples | 7.57% |
