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
$222M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.49M
3
+$1.27M
4
CAT icon
Caterpillar
CAT
+$1.01M
5
GS icon
Goldman Sachs
GS
+$944K

Top Sells

1
+$577K
2
+$522K
3
+$515K
4
AAPL icon
Apple
AAPL
+$507K
5
XOM icon
Exxon Mobil
XOM
+$400K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.78%
3 Financials 7.56%
4 Consumer Staples 6.55%
5 Communication Services 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,926
177
– –
-687
178
– –
-10,295
4 5 6 7
8