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
$964M
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$5.19M
3 +$3.97M
4
SPGI icon
S&P Global
SPGI
+$1.35M
5
SPOT icon
Spotify
SPOT
+$315K

Top Sells

1 +$1.86M
2 +$1.69M
3 +$1.14M

Sector Composition

1 Consumer Discretionary 39.41%
2 Technology 23.86%
3 Communication Services 18.44%
4 Industrials 9.23%
5 Financials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$252K 0.03%
+6,060
27
$210K 0.02%
+8,024