OCM

Oakview Capital Management Portfolio holdings

AUM $21.6M
1-Year Est. Return 20.25%
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$22.5M
2
+$20.8M
3
+$19.5M
4
NTAP icon
NetApp
NTAP
+$18.5M
5
GM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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27
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28
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29
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0
30
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31
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-1,000
41
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44
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47
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