OAM

Oak Asset Management Portfolio holdings

AUM $292M
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$406K
2 +$285K
3 +$275K
4
TSM icon
TSMC
TSM
+$237K
5
NEE icon
NextEra Energy
NEE
+$226K

Top Sells

1 +$3.84M
2 +$794K
3 +$739K
4
RTX icon
RTX Corp
RTX
+$695K
5
CAT icon
Caterpillar
CAT
+$689K

Sector Composition

1 Technology 30.71%
2 Healthcare 17.4%
3 Industrials 13.65%
4 Financials 8.8%
5 Consumer Discretionary 8.58%