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OCM

Osterweis Capital Management Portfolio holdings

AUM $1.94B
1-Year Est. Return 20.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$27.3M
3
+$19.7M
4
CRM icon
Salesforce
CRM
+$17.2M
5
FRPT icon
Freshpet
FRPT
+$11.1M

Top Sells

1
+$21.1M
2
+$17.6M
3
+$15.5M
4
ADI icon
Analog Devices
ADI
+$14.6M
5
SNPS icon
Synopsys
SNPS
+$12.9M

Sector Composition

1 Technology 24.54%
2 Healthcare 16.66%
3 Consumer Discretionary 11.33%
4 Industrials 9.51%
5 Financials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.15K ﹤0.01%
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