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
$250M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$7.24M
3 +$6.57M
4
GM icon
General Motors
GM
+$3.77M
5
CNXM
CNX Midstream Partners LP
CNXM
+$3.13M

Top Sells

1 +$14.9M
2 +$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$12K ﹤0.01%
+39
27
$0 ﹤0.01%
+11
28
-424,990