OCM

Oaktree Capital Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 4.74%
This Quarter Est. Return
1 Year Est. Return
+4.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.64B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Sells

1 +$72.9M
2 +$51M
3 +$33.2M
4
AMX icon
America Movil
AMX
+$25.7M
5
CX icon
Cemex
CX
+$16.9M

Sector Composition

1 Utilities 14.15%
2 Communication Services 9.9%
3 Financials 9.29%
4 Technology 6.24%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-190,862
77
0
78
0
79
0
80
-36,079
81
-8,951,386