OCM

Oaktree Capital Management Portfolio holdings

AUM $6B
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.61B
AUM Growth
-$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$67.9M
2 +$29.4M
3 +$17.2M
4
BX icon
Blackstone
BX
+$16.6M
5
WRK
WestRock Company
WRK
+$14.1M

Top Sells

1 +$74.2M
2 +$68.4M
3 +$58.1M
4
TSM icon
TSMC
TSM
+$41.4M
5
AMX icon
America Movil
AMX
+$31.3M

Sector Composition

1 Real Estate 19.98%
2 Communication Services 8.29%
3 Financials 7.78%
4 Industrials 4.37%
5 Technology 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,764,500