OCM
Oakview Capital Management Portfolio holdings
AUM
$21.6M
1-Year Return
20.25%
This Quarter Return
-3.93%
1 Year Return
+20.25%
3 Year Return
+20.11%
5 Year Return
+59.18%
10 Year Return
–
AUM
$250M
AUM Growth
+$25.2M
(+11%)
Cap. Flow
+$32.9M
Cap. Flow
% of AUM
13.15%
Top 10 Holdings %
Top 10 Hldgs %
88.09%
Holding
28
New
12
Increased
11
Reduced
1
Closed
1
Top Buys
| 1 |
ALEX
Alexander & Baldwin
ALEX
|
$15.5M |
| 2 |
Enovis
ENOV
|
$7.24M |
| 3 |
T-Mobile US
TMUS
|
$6.57M |
| 4 |
General Motors
GM
|
$3.77M |
| 5 |
CNXM
CNX Midstream Partners LP
CNXM
|
$3.13M |
Top Sells
| 1 |
XL
XL Group Ltd.
XL
|
$14.9M |
| 2 |
Alerian MLP ETF
AMLP
|
$255K |
Sector Composition
| 1 | Healthcare | 34.51% |
| 2 | Materials | 11.91% |
| 3 | Technology | 10.62% |
| 4 | Consumer Discretionary | 10.21% |
| 5 | Communication Services | 10.07% |