OCM

Oakwood Capital Management Portfolio holdings

AUM $388M
1-Year Est. Return 39.32%
This Quarter Est. Return
1 Year Est. Return
+39.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$3.59M
2 +$707K
3 +$591K
4
TJX icon
TJX Companies
TJX
+$557K
5
KMB icon
Kimberly-Clark
KMB
+$538K

Top Sells

1 +$4.42M
2 +$3.21M
3 +$406K
4
BK icon
Bank of New York Mellon
BK
+$264K
5
INTC icon
Intel
INTC
+$243K

Sector Composition

1 Financials 8.2%
2 Healthcare 7.59%
3 Real Estate 7.04%
4 Consumer Discretionary 5.74%
5 Industrials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$0 ﹤0.01%
308,167
+12