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
$219M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$1.08M
3 +$894K
4
TCF
TCF Financial Corporation Common Stock
TCF
+$575K
5
INTC icon
Intel
INTC
+$527K

Top Sells

1 +$1.38M
2 +$1.29M
3 +$945K
4
JPM icon
JPMorgan Chase
JPM
+$917K
5
WDC icon
Western Digital
WDC
+$853K

Sector Composition

1 Technology 14.28%
2 Healthcare 11.9%
3 Financials 9.43%
4 Communication Services 6.73%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$196K 0.09%
16,025
-1,500
177
$175K 0.08%
10,525
178
$137K 0.06%
20,687
-15,632
179
$75K 0.03%
15,900
180
$34K 0.02%
4,600
181
-17,323
182
-1,995
183
-35,975