OC

Oarsman Capital Portfolio holdings

AUM $713M
1-Year Est. Return 16.44%
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$860K
2
+$741K
3
+$353K
4
MSFT icon
Microsoft
MSFT
+$261K
5
OSK icon
Oshkosh
OSK
+$249K

Top Sells

1
+$1.78M
2
+$1.76M
3
+$1.25M
4
KSS icon
Kohl's
KSS
+$1.19M
5
BAC icon
Bank of America
BAC
+$857K

Sector Composition

1 Technology 13.46%
2 Healthcare 10.38%
3 Financials 9.17%
4 Industrials 6.76%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.18%
23,688
-2,139
27
$2.43M 1.15%
16,802
-375
28
$2.31M 1.1%
28,942
-239
29
$2.25M 1.07%
41,796
-795
30
$2.23M 1.06%
49,521
-5,384
31
$2.21M 1.05%
117,948
-22,596
32
$2.18M 1.04%
53,007
-1,240
33
$2.17M 1.03%
74,516
-29,378
34
$1.99M 0.95%
67,822
-1,737
35
$1.93M 0.92%
13,548
-170
36
$1.88M 0.89%
27,316
+611
37
$1.88M 0.89%
9,029
+210
38
$1.83M 0.87%
15,436
-120
39
$1.81M 0.86%
20,860
+260
40
$1.81M 0.86%
53,428
+2,115
41
$1.76M 0.84%
19,690
+50
42
$1.74M 0.83%
23,184
+78
43
$1.72M 0.82%
13,790
-25
44
$1.68M 0.8%
7,740
+136
45
$1.58M 0.75%
55,469
-1,206
46
$1.52M 0.72%
133,398
-52,926
47
$1.48M 0.7%
65,470
-2,471
48
$1.48M 0.7%
19,340
-2,209
49
$1.42M 0.68%
31,953
-6,899
50
$1.38M 0.66%
6,437
-40
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2
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