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
$17.1M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$3.14M

Top Sells

1 +$3.3M
2 +$3.03M

Sector Composition

1 Communication Services 81.68%
2 Consumer Staples 18.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14M 81.68%
358,235
2
$3.14M 18.32%
+114,548
3
-20,000
4
-54,000