OH

Overlook Holdings Portfolio holdings

AUM $379M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
-13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M

Top Sells

1 +$41.4M
2 +$4.87M

Sector Composition

1 Communication Services 95.29%
2 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$188M 66.06%
3,670,610
-809,975
2
$83.1M 29.23%
707,720
-41,500
3
$13.4M 4.71%
+78,950