OC

Oakworth Capital Portfolio holdings

AUM $1.73B
1-Year Est. Return 13.65%
This Quarter Est. Return
1 Year Est. Return
+13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$1.84M
3 +$1.47M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.01M
5
AAPL icon
Apple
AAPL
+$903K

Top Sells

1 +$511K
2 +$327K
3 +$308K
4
SWKS icon
Skyworks Solutions
SWKS
+$273K
5
EGN
Energen
EGN
+$213K

Sector Composition

1 Financials 6.41%
2 Technology 6.21%
3 Healthcare 4.78%
4 Communication Services 3.72%
5 Industrials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$9K ﹤0.01%
264
477
$9K ﹤0.01%
100
478
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228
479
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106
480
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118
481
$9K ﹤0.01%
+125
482
$8K ﹤0.01%
45
483
$8K ﹤0.01%
300
484
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170
+45
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$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
+393
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$7K ﹤0.01%
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139
499
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102
500
$7K ﹤0.01%
240