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
$179M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.32M
3
+$1.12M
4
RRX icon
Regal Rexnord
RRX
+$883K
5
ATI icon
ATI
ATI
+$844K

Top Sells

1
+$1.34M
2
+$1.3M
3
+$668K
4
GE icon
GE Aerospace
GE
+$525K
5
WBA
Walgreens Boots Alliance
WBA
+$426K

Sector Composition

1 Healthcare 11.43%
2 Industrials 10.82%
3 Technology 10.46%
4 Financials 10.21%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.69%
37,667
-2,726
52
$1.23M 0.69%
7,578
-90
53
$1.23M 0.69%
9,996
+329
54
$1.2M 0.67%
22,127
+23
55
$1.2M 0.67%
10,821
-119
56
$1.18M 0.66%
8,933
-225
57
$1.15M 0.64%
21,268
-300
58
$1.14M 0.64%
17,116
-1,212
59
$1.12M 0.62%
14,321
-853
60
$1.11M 0.62%
22,743
+733
61
$1.09M 0.61%
10,080
-129
62
$1.09M 0.61%
76,645
+1,150
63
$1.02M 0.57%
9,731
-870
64
$1.01M 0.57%
8,579
-1,859
65
$1.01M 0.56%
9,437
-64
66
$962K 0.54%
8,013
+19
67
$929K 0.52%
19,841
+261
68
$918K 0.51%
109,400
-9,850
69
$908K 0.51%
8,690
-410
70
$890K 0.5%
19,102
+884
71
$874K 0.49%
7,426
+619
72
$871K 0.49%
6,618
-559
73
$848K 0.47%
31,235
-855
74
$821K 0.46%
11,772
+399
75
$810K 0.45%
7,382
-361
1 2
3
4 5