OC
Oarsman Capital Portfolio holdings
AUM
$638M
This Quarter Return
-0.75%
1 Year Return
+15.34%
3 Year Return
+60.56%
5 Year Return
+112.02%
10 Year Return
+209.72%
AUM
$247M
AUM Growth
+$247M
(-1.8%)
Cap. Flow
-$5.72M
Cap. Flow
% of AUM
-2.32%
Top 10 Holdings %
Top 10 Hldgs %
27.36%
Holding
202
New
9
Increased
49
Reduced
102
Closed
6
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$2.14M |
| 2 |
NVIDIA
NVDA
|
$1.95M |
| 3 |
GXO Logistics
GXO
|
$848K |
| 4 |
ManpowerGroup
MAN
|
$677K |
| 5 |
O-I Glass
OI
|
$584K |
Top Sells
| 1 |
GE Aerospace
GE
|
$6.82M |
| 2 |
Expedia Group
EXPE
|
$1.1M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.1M |
| 4 |
Microsoft
MSFT
|
$764K |
| 5 |
Apple
AAPL
|
$753K |
Sector Composition
| 1 | Technology | 14.44% |
| 2 | Financials | 10.46% |
| 3 | Healthcare | 9.39% |
| 4 | Communication Services | 8.49% |
| 5 | Industrials | 5.07% |
