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
51
$1.34M 0.64%
21,920
-660
52
$1.33M 0.63%
6,867
-193
53
$1.28M 0.61%
14,259
-644
54
$1.26M 0.6%
22,762
+201
55
$1.24M 0.59%
12,003
+1,256
56
$1.24M 0.59%
121,015
-171,049
57
$1.23M 0.59%
30,612
-472
58
$1.22M 0.58%
78,545
-1,875
59
$1.19M 0.57%
13,389
-185
60
$1.19M 0.57%
22,987
-843
61
$1.17M 0.56%
82,423
-900
62
$1.17M 0.55%
34,136
+3,033
63
$1.16M 0.55%
23,343
+350
64
$1.16M 0.55%
46,201
+3,060
65
$1.1M 0.52%
12,690
-150
66
$1.08M 0.52%
31,829
-90
67
$1.06M 0.5%
8,305
-396
68
$1.04M 0.5%
12,460
-49
69
$992K 0.47%
16,860
-814
70
$923K 0.44%
4,800
+37
71
$894K 0.43%
12,658
-200
72
$860K 0.41%
+2,906
73
$859K 0.41%
15,601
-125
74
$851K 0.41%
17,141
-24,042
75
$845K 0.4%
17,244
+4,383
1 2
3
4 5