OCM

Osterweis Capital Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14M
3
+$10.5M
4
BDX icon
Becton Dickinson
BDX
+$10.1M
5
BRO icon
Brown & Brown
BRO
+$6.25M

Top Sells

1
+$25.3M
2
+$19.3M
3
+$6.76M
4
NVS icon
Novartis
NVS
+$5.52M
5
BSX icon
Boston Scientific
BSX
+$5.21M

Sector Composition

1 Technology 22.17%
2 Healthcare 16.28%
3 Industrials 12.15%
4 Consumer Staples 7.37%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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178
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$11.4K ﹤0.01%
300
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5,000
182
$7.54K ﹤0.01%
238
183
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0
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$3.36K ﹤0.01%
1,000
185
$3.32K ﹤0.01%
45
186
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0
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$2.71K ﹤0.01%
175
188
$1.93K ﹤0.01%
110
189
$1.82K ﹤0.01%
23
190
$917 ﹤0.01%
120
191
$297 ﹤0.01%
41
192
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193
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194
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-848
195
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196
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200
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5 6 7
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