OA
Oak Associates Portfolio holdings
AUM
$1.53B
1-Year Return
20.93%
This Quarter Return
+7.19%
1 Year Return
+20.93%
3 Year Return
+113.44%
5 Year Return
+164.39%
10 Year Return
+515.4%
AUM
$1.5B
AUM Growth
+$7.34M
(+0.49%)
Cap. Flow
-$68.7M
Cap. Flow
% of AUM
-4.59%
Top 10 Holdings %
Top 10 Hldgs %
46.64%
Holding
137
New
2
Increased
21
Reduced
46
Closed
6
Top Buys
| 1 |
DraftKings
DKNG
|
$9.39M |
| 2 |
Intuitive Surgical
ISRG
|
$6.02M |
| 3 |
PayPal
PYPL
|
$5.94M |
| 4 |
Digital Realty Trust
DLR
|
$3.38M |
| 5 |
Akamai
AKAM
|
$1.57M |
Top Sells
| 1 |
Seagate
STX
|
$10M |
| 2 |
IBM
IBM
|
$7.39M |
| 3 |
Amazon
AMZN
|
$5.61M |
| 4 |
JNPR
Juniper Networks
JNPR
|
$5.37M |
| 5 |
Microsoft
MSFT
|
$5.26M |
Sector Composition
| 1 | Technology | 38.39% |
| 2 | Healthcare | 16.16% |
| 3 | Consumer Discretionary | 15.09% |
| 4 | Communication Services | 14.33% |
| 5 | Financials | 7.35% |
