OHA

Oak Hill Advisors Portfolio holdings

AUM $399M
1-Year Est. Return 33.97%
This Quarter Est. Return
1 Year Est. Return
-33.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$119M
2 +$18.7M

Top Sells

1 +$15.8M
2 +$14.9M
3 +$13M
4
BAC icon
Bank of America
BAC
+$11.4M
5
COF icon
Capital One
COF
+$9.7M

Sector Composition

1 Consumer Discretionary 28.85%
2 Industrials 21.5%
3 Financials 18.24%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.75M 0.31%
1,488
27
$1.69M 0.3%
66,919
28
$1.42M 0.25%
103,344
29
$670K 0.12%
50,189
30
-106,210
31
-123,000
32
0