OIMU

Orbis Investment Management (US) Portfolio holdings

AUM $99.7M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
-17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$5.58M
3 +$3.48M
4
ELV icon
Elevance Health
ELV
+$2.91M
5
GLD icon
SPDR Gold Trust
GLD
+$2.28M

Top Sells

1 +$3.77M
2 +$3.75M
3 +$3.24M
4
AGN
Allergan plc
AGN
+$2.73M
5
PRKS icon
United Parks & Resorts
PRKS
+$2.25M

Sector Composition

1 Financials 20.34%
2 Technology 18.21%
3 Industrials 16.73%
4 Healthcare 14.84%
5 Energy 14.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-157,368
27
-11,827