OC
Oarsman Capital Portfolio holdings
AUM
$638M
1-Year Return
15.34%
This Quarter Return
+4.62%
1 Year Return
+15.34%
3 Year Return
+60.56%
5 Year Return
+112.02%
10 Year Return
+209.72%
AUM
$179M
AUM Growth
+$9.48M
(+5.6%)
Cap. Flow
+$2.41M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
20.85%
Holding
202
New
12
Increased
62
Reduced
106
Closed
10
Top Buys
| 1 |
Kohl's
KSS
|
$1.8M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.32M |
| 3 |
MGIC Investment
MTG
|
$1.12M |
| 4 |
Regal Rexnord
RRX
|
$883K |
| 5 |
ATI
ATI
|
$844K |
Top Sells
| 1 |
Walmart
WMT
|
$1.34M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.3M |
| 3 |
General Motors
GM
|
$668K |
| 4 |
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% |
