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
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