OC
Oarsman Capital Portfolio holdings
AUM
$638M
1-Year Return
15.34%
This Quarter Return
-0.31%
1 Year Return
+15.34%
3 Year Return
+60.56%
5 Year Return
+112.02%
10 Year Return
+209.72%
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.37%
Holding
150
New
150
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
GE Aerospace
GE
|
$3.8M |
| 2 |
Johnson & Johnson
JNJ
|
$2.58M |
| 3 |
Procter & Gamble
PG
|
$2.09M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$2M |
| 5 |
PepsiCo
PEP
|
$1.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 11.28% |
| 2 | Technology | 10.33% |
| 3 | Industrials | 9.78% |
| 4 | Consumer Staples | 9.53% |
| 5 | Energy | 6.11% |
