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STOCKS
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OAKLX
Oakmark Select Fund Investor Class
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

OAKLX Mutual Fund Holdings Information

Compare
Holdings Count
25
Total Assets
7.09B
Top 10 Percentage
58.77%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
25 Holdings
25 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
IQV
IQVIA Holdings
7.32%
$518.08M
―
$27.34B
-33.43%
11 Buy
6 Hold
0 Sell
Moderate Buy
―
GOOGL
Alphabet Inc. Class A
7.26%
$514.41M
―
$1.94T
-3.09%
31 Buy
10 Hold
0 Sell
Strong Buy
―
FCNCA
First Citizens BancShares, Inc. Class A
6.69%
$473.83M
―
$23.91B
6.15%
5 Buy
4 Hold
0 Sell
Moderate Buy
―
LAD
Lithia Motors
6.43%
$455.04M
―
$7.62B
15.19%
7 Buy
2 Hold
0 Sell
Strong Buy
―
DE
Deere & Company
6.24%
$441.92M
―
$125.82B
19.63%
6 Buy
8 Hold
0 Sell
Moderate Buy
―
CBRE
Cbre Group
5.19%
$367.53M
―
$36.42B
41.63%
5 Buy
2 Hold
0 Sell
Moderate Buy
―
PAYC
Paycom Software
5.10%
$361.05M
―
$13.10B
21.56%
1 Buy
13 Hold
0 Sell
Hold
―
ICE
Intercontinental Exchange Inc.
4.88%
$345.49M
―
$96.50B
30.53%
12 Buy
2 Hold
0 Sell
Strong Buy
―
SCHW
Charles Schwab Corp.
4.87%
$344.88M
―
$151.77B
9.16%
18 Buy
1 Hold
1 Sell
Strong Buy
―
COF
Capital One Financial Corp.
4.79%
$339.11M
―
$69.03B
27.27%
11 Buy
4 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

24.96%Financial13.20%Communication Services11.28%Technology10.83%Healthcare10.67%Energy10.04%Consumer Cyclical9.78%Industrials5.43%Real Estate3.82%Consumer Defensive24.96%Financial
Financial
24.96%
Communication Services
13.20%
Technology
11.28%
Healthcare
10.83%
Energy
10.67%
Consumer Cyclical
10.04%
Industrials
9.78%
Real Estate
5.43%
Consumer Defensive
3.82%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

8.28%Outperform1019.56%Outperform928.67%Outperform812.99%Neutral721.75%Neutral68.75%Neutral47
The weighted average smart score of the OAKLX Mutual Fund is 7
10
8.28%
9
19.56%
8
28.67%
7
12.99%
6
21.75%
5
0.00%
4
8.75%
3
0.00%
2
0.00%
1
0.00%

OAKLX Mutual Funds FAQ

What are Mutual Funds OAKLX’s top 3 holdings?
OAKLX’s top 3 holdings are IQV, GOOGL, FCNCA.
    What is Mutual Funds OAKLX’s holdings count?
    Mutual Funds OAKLX’s is holdings 25 different assets.
      What are the total assets of Mutual Funds OAKLX?
      Mutual Funds OAKLX’s total assets are 7.09B.

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