OIM

Orca Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 27.87%
This Quarter Est. Return
1 Year Est. Return
+27.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.8M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.3M
3
+$2.02M
4
CAR icon
Avis
CAR
+$1.99M
5
NVO icon
Novo Nordisk
NVO
+$1.74M

Top Sells

1
+$1.97M
2
+$1.9M
3
+$1.89M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.75M
5
SNX icon
TD Synnex
SNX
+$1.64M

Sector Composition

1 Technology 16.5%
2 Financials 13.54%
3 Healthcare 12.75%
4 Industrials 11.2%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.59%
85,789
-2,479
27
$1.42M 1.57%
26,197
+186
28
$1.34M 1.48%
12,764
-326
29
$1.32M 1.45%
+46,879
30
$1.25M 1.37%
56,324
-1,533
31
$1.23M 1.36%
21,175
-66
32
$1.22M 1.35%
11,739
-111
33
$1.22M 1.35%
58,488
+2,609
34
$1.06M 1.17%
16,125
-410
35
$1.01M 1.11%
67,500
36
$956K 1.05%
27,755
+124
37
$838K 0.92%
25,197
-9,202
38
$746K 0.82%
14,422
+270
39
$734K 0.81%
7,150
-27
40
$687K 0.76%
6,097
+101
41
$674K 0.74%
3,742
+76
42
$646K 0.71%
20,298
+429
43
$610K 0.67%
6,983
+102
44
$607K 0.67%
18,424
-436
45
$593K 0.65%
3
46
$577K 0.64%
13,092
+325
47
$545K 0.6%
4,431
+70
48
$538K 0.59%
3,607
+80
49
$463K 0.51%
17,808
+579
50
$457K 0.5%
6,718
+245
1
2
3 4