OCM

Osterweis Capital Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$7.75M
3
+$7.16M
4
SKX
Skechers
SKX
+$7.16M
5
FOLD icon
Amicus Therapeutics
FOLD
+$6.19M

Top Sells

1
+$16.8M
2
+$9.45M
3
+$8.24M
4
PODD icon
Insulet
PODD
+$7.79M
5
RBC icon
RBC Bearings
RBC
+$7.76M

Sector Composition

1 Technology 23.97%
2 Healthcare 16.08%
3 Industrials 11.11%
4 Consumer Discretionary 8.24%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-180,505
202
– –
-103,614
203
– –
-2,000
5 6 7 8
9