OCM
Oaktree Capital Management Portfolio holdings
AUM
$5.05B
This Quarter Return
+14.6%
1 Year Return
+4.74%
3 Year Return
+59.43%
5 Year Return
+246.63%
10 Year Return
+416.7%
AUM
$7.17B
AUM Growth
+$7.17B
(+23%)
Cap. Flow
+$754M
Cap. Flow
% of AUM
10.52%
Top 10 Holdings %
Top 10 Hldgs %
56.57%
Holding
223
New
8
Increased
7
Reduced
18
Closed
9
Top Buys
| 1 |
EXE
Expand Energy Corporation Common Stock
EXE
|
$518M |
| 2 |
STKL
SunOpta
STKL
|
$187M |
| 3 |
Shoals Technologies Group
SHLS
|
$173M |
| 4 |
Kilroy Realty
KRC
|
$59.7M |
| 5 |
Hims & Hers Health
HIMS
|
$49.9M |
Top Sells
| 1 |
Ally Financial
ALLY
|
$129M |
| 2 |
TSMC
TSM
|
$43.5M |
| 3 |
America Movil
AMX
|
$40.4M |
| 4 |
Lufax Holding
LU
|
$37.6M |
| 5 |
KC
Kingsoft Cloud Holdings
KC
|
$22M |
Sector Composition
| 1 | Energy | 17.84% |
| 2 | Financials | 14.02% |
| 3 | Industrials | 11.3% |
| 4 | Utilities | 11.24% |
| 5 | Real Estate | 8.6% |
