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
$633M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$5.8M
2 +$5.05M
3 +$2.58M
4
WMT icon
Walmart
WMT
+$2.33M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.18M

Top Sells

1 +$4.94M
2 +$4.34M
3 +$4.12M
4
ABBV icon
AbbVie
ABBV
+$3.25M
5
LLY icon
Eli Lilly
LLY
+$3M

Sector Composition

1 Technology 18.14%
2 Financials 10.26%
3 Healthcare 9.29%
4 Energy 7.71%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,649
127
-2,273
128
-3,991
129
-50,858