OGC

Oak Grove Capital Portfolio holdings

AUM $435M
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$7.4M
3 +$5.14M
4
MSFT icon
Microsoft
MSFT
+$2.92M
5
LMT icon
Lockheed Martin
LMT
+$2.27M

Top Sells

1 +$20M
2 +$6.8M
3 +$4.02M
4
AMD icon
Advanced Micro Devices
AMD
+$1.33M
5
CRWD icon
CrowdStrike
CRWD
+$1.32M

Sector Composition

1 Technology 53.49%
2 Healthcare 23.6%
3 Financials 9.28%
4 Industrials 5.38%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,670