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
$443M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M

Top Sells

1 +$4.53M

Sector Composition

1 Communication Services 63.03%
2 Consumer Discretionary 36.97%
3 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$279M 63.03%
4,357,940
+324,000
2
$164M 36.97%
843,354
3
-325,654