OAKLX
Oakmark Select Fund Investor Class
$109.71
Oakmark Select Fund Investor Class (OAKLX) Holdings
- Holdings Count
- 24
- Total Assets
- 8.33B
- Top 10 Percentage
- 57.45%
Market Cap
Smart Score
Price Target Upside
Analyst Consensus
Yearly Gain
| Name | Market Value | Price & Change | Follow | ||||||
|---|---|---|---|---|---|---|---|---|---|
| KDPKeurig Dr Pepper | 7.64% | $635.37M | ― | $48.20B | 34.59% | Strong Buy | $39.5 | ||
| CRMSalesforce.com | 6.43% | $534.82M | ― | $179.06B | -9.40% | Strong Buy | $280.41 | ||
| FCNCAFirst Citizens BancShares, Inc. Class A | 6.40% | $532.71M | ― | $25.64B | 27.36% | Hold | $2,509.38 | ||
| IQVIQVIA Holdings | 6.05% | $503.43M | ― | $44.68B | 18.60% | Strong Buy | $314.14 | ||
| CNCCentene | 5.81% | $483.03M | ― | $34.79B | 97.48% | Moderate Buy | $75.54 | ||
| MRSHMarsh & Mclennan Companies, Inc. | 5.65% | $470.23M | ― | $97.81B | 13.02% | Moderate Buy | $207.73 | ||
| SCHWCharles Schwab Corp. | 5.12% | $426.01M | ― | $158.31B | -2.50% | Moderate Buy | $114.4 | ||
| ICLRIcon Plc | 4.95% | $411.52M | ― | $15.02B | 19.09% | Moderate Buy | $230.08 | ||
| ABNBAirbnb, Inc. | 4.83% | $401.38M | ― | $107.18B | 54.12% | Moderate Buy | $206.44 | ||
| LADDriveway Vehicle Solutions | 4.57% | $380.28M | ― | $6.42B | -0.95% | Moderate Buy | $370.25 |
Sector Breakdown
- Financial26.56%
- Healthcare22.10%
- Technology13.12%
- Consumer Cyclical9.94%
- Consumer Defensive8.08%
- General7.36%
- Energy6.40%
- Communication Services3.59%
- Industrials2.85%
Countries Breakdown
- United States100.00%
Breakdown By Smart Score
The weighted average smart score of the OAKLX Mutual Fund is 7
- 108.36%
- 927.26%
- 85.14%
- 78.76%
- 622.23%
- 515.88%
- 410.07%
- 30.00%
- 22.30%
- 10.00%
OAKLX Mutual Funds FAQ
What are Mutual Funds OAKLX’s top 3 holdings?
OAKLX’s top 3 holdings are KDP, CRM, FCNCA.
What is Mutual Funds OAKLX’s holdings count?
Mutual Funds OAKLX’s is holdings 24 different assets.
What are the total assets of Mutual Funds OAKLX?
Mutual Funds OAKLX’s total assets are 8.33B.
