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OHIS
Oak Harvest Investment Services Portfolio holdings
AUM
$958M
1-Year Est. Return
34.66%
This Fund
S&P 500
1 Year Est. Return
+34.66%
AUM
$917M
AUM Growth
+$59.6M
(+7%)
Holding
188
Top Buys
| 1 | +$1.73B | |
| 2 | +$13.7M | |
| 3 | +$11.7M | |
| 4 |
Microsoft
MSFT
|
+$9.87M |
| 5 |
EXE
Expand Energy Corp
EXE
|
+$7.73M |
Top Sells
| 1 | +$10.7M | |
| 2 | +$9.01M | |
| 3 | +$6.85M | |
| 4 |
Analog Devices
ADI
|
+$6.76M |
| 5 |
Digital Realty Trust
DLR
|
+$6.35M |
Sector Composition
| 1 | Technology | 22.85% |
| 2 | Financials | 11.36% |
| 3 | Healthcare | 7.71% |
| 4 | Industrials | 6.94% |
| 5 | Energy | 5.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Russell 2000 ETF
IWM
$80.2B
| – | – |
-1,000
|
|
||
177
Marathon Petroleum
MPC
$76.1B
| – | – |
-1,143
|
|
||
178
ServiceNow
NOW
$106B
| – | – |
-5,500
|
|
||
179
Procter & Gamble
PG
$345B
| – | – |
-32,108
|
|
||
180
PNC Financial Services
PNC
$93.4B
| – | – |
-44,838
|
|
||
181
D-Wave Quantum
QBTS
$8.82B
| – | – |
-27,500
|
|
||
182
Rigetti Computing
RGTI
$6.86B
| – | – |
-80,505
|
|
||
183
Constellation Brands
STZ
$24.5B
| – | – |
-7,510
|
|