OMC
Overbrook Management Corp Portfolio holdings
AUM
$536M
This Quarter Return
+7.95%
1 Year Return
+33.2%
3 Year Return
+122.08%
5 Year Return
+205.37%
10 Year Return
+409.63%
AUM
$382M
AUM Growth
+$382M
(+11%)
Cap. Flow
+$26.4M
Cap. Flow
% of AUM
6.91%
Top 10 Holdings %
Top 10 Hldgs %
57.03%
Holding
85
New
5
Increased
9
Reduced
41
Closed
9
Top Buys
| 1 |
Uber
UBER
|
$14.7M |
| 2 |
Advanced Micro Devices
AMD
|
$9.77M |
| 3 |
Keysight
KEYS
|
$8.52M |
| 4 |
VeriSign
VRSN
|
$7.5M |
| 5 |
Bank of America
BAC
|
$5.96M |
Top Sells
| 1 |
PayPal
PYPL
|
$9.93M |
| 2 |
Charles Schwab
SCHW
|
$7.82M |
| 3 |
Aon
AON
|
$4.77M |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$3.03M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.26M |
Sector Composition
| 1 | Technology | 28.14% |
| 2 | Financials | 20.03% |
| 3 | Healthcare | 17.31% |
| 4 | Communication Services | 12.61% |
| 5 | Consumer Discretionary | 9.98% |
