OQS
Occudo Quantitative Strategies Portfolio holdings
AUM
$891M
1-Year Return
19.89%
This Quarter Return
+3.12%
1 Year Return
+19.89%
3 Year Return
+77.46%
5 Year Return
–
10 Year Return
–
AUM
$555M
AUM Growth
+$5.88M
(+1.1%)
Cap. Flow
+$3.46M
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
10.18%
Holding
1,018
New
348
Increased
143
Reduced
161
Closed
364
Top Buys
| 1 |
Mondelez International
MDLZ
|
$5.85M |
| 2 |
Amazon
AMZN
|
$5.85M |
| 3 |
Applied Materials
AMAT
|
$5.69M |
| 4 |
United Parcel Service
UPS
|
$5.65M |
| 5 |
Lowe's Companies
LOW
|
$5.57M |
Top Sells
| 1 |
Reddit
RDDT
|
$8.92M |
| 2 |
Oracle
ORCL
|
$5.96M |
| 3 |
Meta Platforms (Facebook)
META
|
$5.95M |
| 4 |
Citigroup
C
|
$5.93M |
| 5 |
Howmet Aerospace
HWM
|
$5.92M |
Sector Composition
| 1 | Technology | 24.36% |
| 2 | Industrials | 20.82% |
| 3 | Consumer Discretionary | 12.57% |
| 4 | Healthcare | 9.05% |
| 5 | Financials | 8.33% |
