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
$1.1B
AUM Growth
-$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$1M
3 +$646K
4
MP icon
MP Materials
MP
+$241K
5
ZTS icon
Zoetis
ZTS
+$215K

Sector Composition

1 Technology 6.17%
2 Financials 4.18%
3 Industrials 3.45%
4 Consumer Staples 3.14%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-62
652
-60
653
-70
654
-35