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
$24.2M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$9.53M

Top Sells

1 +$3.51M

Sector Composition

1 Communication Services 60.63%
2 Technology 39.37%
3 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.7M 60.63%
358,235
2
$9.53M 39.37%
+675,688
3
-114,548