OHIS

Oak Harvest Investment Services Portfolio holdings

AUM $857M
1-Year Est. Return 27.62%
This Quarter Est. Return
1 Year Est. Return
+27.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$602M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$7.24M
2 +$7.05M
3 +$6.4M
4
HSY icon
Hershey
HSY
+$5.82M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.05M

Top Sells

1 +$8.64M
2 +$6.49M
3 +$4.24M
4
PG icon
Procter & Gamble
PG
+$2.44M
5
LRCX icon
Lam Research
LRCX
+$2.25M

Sector Composition

1 Technology 15.58%
2 Healthcare 10.82%
3 Financials 10.34%
4 Energy 7.84%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-196,975