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
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$3.8M
2 +$2.58M
3 +$2.08M
4
WBA
Walgreens Boots Alliance
WBA
+$2M
5
PEP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$209K 0.2%
+1,985
127
$207K 0.2%
+9,547
128
$207K 0.2%
+21,635
129
$203K 0.19%
+2,620
130
$203K 0.19%
+7,400
131
$203K 0.19%
+3,464
132
$199K 0.19%
+3,935
133
$165K 0.16%
+22,115
134
$143K 0.14%
+5,957
135
$142K 0.13%
+38,032
136
$129K 0.12%
+2,870
137
$127K 0.12%
+20,855
138
$56K 0.05%
+11,220
139
$2K ﹤0.01%
+833