LOPW

Live Oak Private Wealth Portfolio holdings

AUM $718M
1-Year Est. Return 17.14%
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$475M
AUM Growth
-$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Sells

1 +$5M
2 +$4.29M
3 +$3.21M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.06M
5
SNY icon
Sanofi
SNY
+$943K

Sector Composition

1 Financials 21.9%
2 Healthcare 15.99%
3 Technology 13.78%
4 Communication Services 9.97%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-18,359
177
-4,545
178
-40,106
179
-1,031
180
-4,483