OMC

Overbrook Management Corp Portfolio holdings

AUM $579M
1-Year Est. Return 32.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$13.1M
3 +$6.35M
4
BKNG icon
Booking.com
BKNG
+$5.62M
5
META icon
Meta Platforms (Facebook)
META
+$4.91M

Top Sells

1 +$13.5M
2 +$9.5M
3 +$6.84M
4
MSCI icon
MSCI
MSCI
+$4.93M
5
GEV icon
GE Vernova
GEV
+$3.07M

Sector Composition

1 Technology 37.97%
2 Financials 18.2%
3 Communication Services 17.35%
4 Consumer Discretionary 15.13%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-25,697
52
-136,194