OC
Opal Capital Portfolio holdings
AUM
$565M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$565M
AUM Growth
+$164M
(+41%)
Holding
245
Top Buys
| 1 | +$8.6M | |
| 2 | +$7.44M | |
| 3 | +$6.93M | |
| 4 |
UnitedHealth
UNH
|
+$6.89M |
| 5 |
Eli Lilly
LLY
|
+$6.67M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$7.83M | |
| 3 | +$7.38M | |
| 4 |
NRG Energy
NRG
|
+$7.2M |
| 5 |
CRH
CRH
|
+$6.83M |
Sector Composition
| 1 | Energy | 13.59% |
| 2 | Healthcare | 11.23% |
| 3 | Technology | 11.14% |
| 4 | Consumer Staples | 10.96% |
| 5 | Communication Services | 10.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Banco Santander
SAN
$180B
| – | – |
-249,310
|
|
||
227
Starbucks
SBUX
$116B
| – | – |
-5,133
|
|