OA

Oak Associates Portfolio holdings

AUM $1.53B
1-Year Est. Return 20.93%
This Quarter Est. Return
1 Year Est. Return
+20.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$925M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$51.3M
2 +$44.4M
3 +$41.5M
4
JPM icon
JPMorgan Chase
JPM
+$37.5M
5
AMZN icon
Amazon
AMZN
+$36.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.98%
2 Financials 24.97%
3 Healthcare 15.12%
4 Communication Services 7.19%
5 Energy 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$205K 0.02%
+23,000
177
$160K 0.02%
+49