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Home > Institutional Investor > Oakworth Capital, Inc. > Profile

Instuitional Investor - Oakworth Capital, Inc.

Fund Profile
Filing Period:
Fund Name: Oakworth Capital, Inc.
Portfolio Value $1,247,058,453
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 431,636 $130,858,790 10.49%
2.
Ishares Trust
 IEF 734,459 $121,369,477 9.73%
3.
Vanguard Bond Index Funds
 BND 1,490,218 $109,605,566 8.78%
4.
Vanguard Ftse Developed Markets
 2,089,527 $100,088,402 8.02%
5.
Ishares Trust
 IEF 1,076,982 $83,713,836 6.71%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)