WEO

William E. Oberndorf Portfolio holdings

AUM $90.5M
1-Year Est. Return 30.93%
This Quarter Est. Return
1 Year Est. Return
+30.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.3M 79.47%
+358,235
2
$3.17M 20.53%
+20,000