OMC

Overbrook Management Corp Portfolio holdings

AUM $556M
1-Year Est. Return 35.24%
This Quarter Est. Return
1 Year Est. Return
+35.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.41M
3
+$7.32M
4
META icon
Meta Platforms (Facebook)
META
+$4.96M
5
TSM icon
TSMC
TSM
+$1.91M

Top Sells

1
+$5.36M
2
+$2.81M
3
+$2.63M
4
NOW icon
ServiceNow
NOW
+$2.32M
5
CRWD icon
CrowdStrike
CRWD
+$1.83M

Sector Composition

1 Technology 38.8%
2 Financials 20.51%
3 Consumer Discretionary 15.76%
4 Communication Services 15.58%
5 Healthcare 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.68K ﹤0.01%
1,125
52
– –
-5,084
53
– –
-6,837
54
– –
-3,445
55
– –
-3,730
56
– –
-3,020
57
– –
-354
1 2
3