OH

Oikos Holdings Portfolio holdings

AUM $422M
1-Year Est. Return 13.79%
This Quarter Est. Return
1 Year Est. Return
+13.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.8M
AUM Growth
-$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$9.75M

Top Sells

1 +$99.2M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$48.7M 82.81%
133,667
+26,767
2
$10.1M 17.19%
+48,900
3
-4,210,527