OC

Oarsman Capital Portfolio holdings

AUM $638M
1-Year Est. Return 15.34%
This Quarter Est. Return
1 Year Est. Return
+15.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1 +$772K
2 +$389K
3 +$169K
4
VZ icon
Verizon
VZ
+$149K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$119K

Top Sells

1 +$223K
2 +$213K
3 +$210K
4
HSY icon
Hershey
HSY
+$202K
5
INTC icon
Intel
INTC
+$194K

Sector Composition

1 Healthcare 13.27%
2 Technology 11.66%
3 Industrials 9.22%
4 Consumer Staples 7.58%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$168K 0.12%
11,795
-750
152
$145K 0.11%
6,190
153
$119K 0.09%
+2,520
154
$116K 0.09%
15,508
-1,367
155
$67K 0.05%
13,302
+16
156
$39K 0.03%
3,426
157
-2,070
158
-3,780
159
-12,492
160
-8,177
161
-4,955
162
-833