OC

Oakmont Corp Portfolio holdings

AUM $571M
1-Year Est. Return 18.32%
This Quarter Est. Return
1 Year Est. Return
+18.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$377K

Top Sells

1
+$16.6M
2
+$1.32M
3
+$445K
4
MSFT icon
Microsoft
MSFT
+$392K
5
AMZN icon
Amazon
AMZN
+$364K

Sector Composition

1 Technology 43.29%
2 Consumer Discretionary 21.42%
3 Financials 19.67%
4 Industrials 7.72%
5 Consumer Staples 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
26
Intel
INTC
$177B
$50.6K 0.01%
2,258
UNP icon
27
Union Pacific
UNP
$134B
$41.4K 0.01%
180
SYK icon
28
Stryker
SYK
$143B
$39.6K 0.01%
100
NSC icon
29
Norfolk Southern
NSC
$65.2B
$28.2K ﹤0.01%
110
CMI icon
30
Cummins
CMI
$56.3B
$21.3K ﹤0.01%
65
CNTA
31
Centessa Pharmaceuticals
CNTA
$3.08B
– –
-92,064
TECX
32
Tectonic Therapeutic
TECX
$321M
– –
-25,115
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