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
$528M
AUM Growth
+$199K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$9.64M
2 +$7.79M
3 +$4.54M
4
V icon
Visa
V
+$4.51M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.01M

Top Sells

1 +$19.3M
2 +$7.55M
3 +$5.91M
4
PRMW
Primo Water Corporation
PRMW
+$4.74M
5
FUN icon
Cedar Fair
FUN
+$4.47M

Sector Composition

1 Communication Services 19.38%
2 Financials 14.73%
3 Consumer Staples 14.53%
4 Technology 13.38%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,079
77
-286,412