OC
Oakworth Capital Portfolio holdings
AUM
$1.73B
1-Year Est. Return
13.65%
1 Year Est. Return
+13.65%
AUM
$153M
AUM Growth
+$11.3M
(+8%)
Holding
547
Top Buys
| 1 | +$2.01M | |
| 2 | +$1.97M | |
| 3 | +$1.16M | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$1.13M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$743K |
Top Sells
| 1 | +$2.5M | |
| 2 | +$2.2M | |
| 3 | +$1.29M | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$1.28M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.17M |
Sector Composition
| 1 | Technology | 7.01% |
| 2 | Energy | 6.01% |
| 3 | Financials | 5.34% |
| 4 | Healthcare | 4.39% |
| 5 | Industrials | 2.61% |