Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Oakworth Capital, Inc. INSTITUTION : Oakworth Capital, Inc.
Oakworth Capital, Inc. Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-07) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES RUSSELL 1000 GROWTH    (MUTUAL FUND/STO) IWF 64,780,000 430,001 15.21%
ISHARES RUSSELL 1000 VALUE (MKT)    (MUTUAL FUND/STO) IWD 48,665,000 490,677 11.43%
ISHARES S&P 100 (MKT)    (MUTUAL FUND/STO) OEF 32,729,000 275,914 7.68%
SPDR S&P 500 (MKT)    (MUTUAL FUND/STO) SPY 25,100,000 97,381 5.89%
ISHARES RUSSELL MID-CAP (MKT)    (MUTUAL FUND/STO) IWR 20,757,000 480,810 4.87%
APPLE INC    (COMMON STOCK) AAPL 20,387,000 80,173 4.78%
VANGUARD SHORT-TERM CORP BD IDX    (MUTUAL FUND/COR) VCSH 19,891,000 251,472 4.67%
ISHARES US HEALTHCARE (MKT)    (MUTUAL FUND/STO) IYH 15,457,000 82,307 3.63%
ALPHABET INC    (COMMON STOCK) GOOG 14,486,000 12,457 3.40%
JP MORGAN CHASE & CO    (COMMON STOCK) JPM 11,263,000 125,102 2.64%
TECHNOLOGY SELECT SECTOR SPDRR    (MUTUAL FUND/STO) XLK 10,591,000 131,773 2.48%
UTILITIES SELECT SECTOR SPDRR    (MUTUAL FUND/STO) XLU 10,135,000 182,915 2.38%
CONSUMER STAPLES SELECT SECTOR    (MUTUAL FUND/STO) XLP 8,196,000 150,464 1.92%
MICROSOFT CORP    (COMMON STOCK) MSFT 7,504,000 47,581 1.76%
ISHARES NASDAQ BIOTECHNOLOGY    (MUTUAL FUND/STO) IBB 5,820,000 54,012 1.36%
CONSTELLATION BRANDS INC    (COMMON STOCK) STZ 5,352,000 37,329 1.25%
SPDR GOLD SHARES (MKT)    (MUTUAL FUND/STO) GLD 5,227,000 35,305 1.22%
ISHARES RUSSELL 2000 (MKT)    (MUTUAL FUND/STO) IWM 4,761,000 41,598 1.11%
PFIZER INC    (COMMON STOCK) PFE 3,256,000 99,744 0.76%
AMAZON COM INC    (COMMON STOCK) AMZN 3,022,000 1,550 0.70%


Investing Just Like
Oakworth Capital, Inc.

Matching performance of Oakworth Capital, Inc. by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*