Oakmark Equity and Income Fund

Oakmark Equity and Income Fund is a registered fund series of HARRIS ASSOCIATES INVESTMENT TRUST (series S000002760). Net assets $5.8B as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Fixed Income Clearing Corp.$236.3M404.85%
Alphabet Inc$193.7M331.85%
Keurig Dr Pepper Inc$126.5M216.72%
Salesforce Inc$120.2M205.89%
Reinsurance Group of America Inc$119.2M204.20%
Intercontinental Exchange Inc$116.2M199.04%
Willis Towers Watson PLC$114.5M196.14%
Amazon.com Inc$111.1M190.29%
Charles Schwab Corp/The$103.6M177.54%
Airbnb Inc$97.9M167.64%
Ally Financial Inc$91.5M156.67%
American International Group Inc$83.5M143.03%
Capital One Financial Corp$82.7M141.72%
CDW Corp/DE$77.8M133.29%
TE Connectivity PLC$75.2M128.89%

Net asset history

Report dateNet assets
2026-03-31$5.8B
2025-12-31$6.2B
2025-09-30$6.2B
2025-06-30$6.2B
2025-03-31$6.2B
2024-12-31$6.3B
2024-09-30$6.5B
2024-06-30$6.3B

More