OCM
Oakview Capital Management Portfolio holdings
AUM
$21.6M
This Quarter Return
+6.55%
1 Year Return
+20.25%
3 Year Return
+20.11%
5 Year Return
+59.18%
10 Year Return
–
AUM
$177M
AUM Growth
–
Cap. Flow
+$177M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.88%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Pfizer
PFE
|
$18M |
| 2 |
Orthofix Medical
OFIX
|
$18M |
| 3 |
FMC
FMC
|
$16.6M |
| 4 |
General Motors
GM
|
$16.2M |
| 5 |
CNXM
CNX Midstream Partners LP
CNXM
|
$15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 32.28% |
| 2 | Materials | 14.8% |
| 3 | Consumer Discretionary | 14.6% |
| 4 | Financials | 13.24% |
| 5 | Energy | 8.64% |
