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
$421M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.6M
3
+$9.29M
4
INTU icon
Intuit
INTU
+$8.12M
5
AMD icon
Advanced Micro Devices
AMD
+$6.02M

Top Sells

1
+$16.6M
2
+$14.6M
3
+$7.99M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.13M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M

Sector Composition

1 Technology 36.73%
2 Financials 20.16%
3 Healthcare 14.71%
4 Communication Services 12.17%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-145,186
77
– –
-705
78
– –
-525
79
– –
-2,074
80
– –
-850
81
– –
-1,156
82
– –
-8,250
1 2 3
4