OMC
Overbrook Management Corp Portfolio holdings
AUM
$536M
This Quarter Return
+22.7%
1 Year Return
+33.2%
3 Year Return
+122.08%
5 Year Return
+205.37%
10 Year Return
+409.63%
AUM
$536M
AUM Growth
+$536M
(+26%)
Cap. Flow
+$46.7M
Cap. Flow
% of AUM
8.71%
Top 10 Holdings %
Top 10 Hldgs %
58.19%
Holding
52
New
5
Increased
19
Reduced
13
Closed
7
Top Buys
1 |
Mercado Libre
MELI
|
$14.6M |
2 |
Eli Lilly
LLY
|
$14M |
3 |
O'Reilly Automotive
ORLY
|
$12M |
4 |
SPDR Gold Trust
GLD
|
$6.39M |
5 |
Booking.com
BKNG
|
$6.36M |
Top Sells
1 |
UnitedHealth
UNH
|
$13.5M |
2 |
D.R. Horton
DHI
|
$9.5M |
3 |
Chipotle Mexican Grill
CMG
|
$6.84M |
4 |
MSCI
MSCI
|
$4.93M |
5 |
GE Vernova
GEV
|
$3.91M |
Sector Composition
1 | Technology | 37.97% |
2 | Financials | 18.2% |
3 | Communication Services | 17.35% |
4 | Consumer Discretionary | 15.13% |
5 | Healthcare | 5.28% |