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
$31.3M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$7.1M
2 +$496K
3 +$438K

Top Sells

1 +$868K

Sector Composition

1 Communication Services 39.55%
2 Technology 37.76%
3 Energy 22.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.9M 37.97%
333,863
-24,372
2
$11.8M 37.76%
701,688
+26,000
3
$7.1M 22.69%
+58,400
4
$496K 1.58%
+15,388