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
$17.9M
AUM Growth
+$806K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 80.44%
2 Consumer Staples 19.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.4M 80.44%
358,235
2
$3.51M 19.56%
114,548