OCM
Oakview Capital Management Portfolio holdings
AUM
$21.6M
This Quarter Return
0%
1 Year Return
+20.25%
3 Year Return
+20.11%
5 Year Return
+59.18%
10 Year Return
–
AUM
$201M
AUM Growth
+$201M
(-4.7%)
Cap. Flow
-$9.96M
Cap. Flow
% of AUM
-4.97%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
48
New
1
Increased
–
Reduced
–
Closed
47
Top Buys
No buys this quarter
Top Sells
| 1 |
FMC
FMC
|
$22.5M |
| 2 |
Pfizer
PFE
|
$20.8M |
| 3 |
Orthofix Medical
OFIX
|
$19.5M |
| 4 |
NetApp
NTAP
|
$18.5M |
| 5 |
General Motors
GM
|
$18.2M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
