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
$426M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.02M
3
+$5.8M
4
NVDA icon
NVIDIA
NVDA
+$4.17M
5
APO icon
Apollo Global Management
APO
+$2.91M

Top Sells

1
+$10.1M
2
+$5.49M
3
+$4.73M
4
TMUS icon
T-Mobile US
TMUS
+$3.67M
5
DHI icon
D.R. Horton
DHI
+$3.64M

Sector Composition

1 Technology 33.8%
2 Financials 23.24%
3 Communication Services 15.76%
4 Consumer Discretionary 15.41%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,515
52
– –
-10,739
53
– –
-3,709
54
– –
-5,332
1 2
3