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
$113M
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.74M
3
+$2.64M
4
IBM icon
IBM
IBM
+$2.49M
5
CIEN icon
Ciena
CIEN
+$1.34M

Top Sells

1
+$3.23M
2
+$2.86M
3
+$2.82M
4
KHC icon
Kraft Heinz
KHC
+$2.69M
5
JCP
J.C. Penney Company, Inc.
JCP
+$1.29M

Sector Composition

1 Technology 24.19%
2 Financials 11.29%
3 Consumer Discretionary 8.02%
4 Healthcare 7.84%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.45%
10,005
-19,769
27
$1.63M 1.45%
33,008
28
$1.51M 1.33%
27,310
29
$1.5M 1.33%
11,605
30
$1.46M 1.3%
30,080
-14,020
31
$1.41M 1.25%
73,698
32
$1.4M 1.24%
14,642
33
$1.36M 1.2%
46,484
-1,649
34
$1.35M 1.19%
52,050
-110,496
35
$1.34M 1.19%
+60,965
36
$1.26M 1.12%
19,862
37
$1.18M 1.05%
+31,491
38
$1.18M 1.04%
+21,016
39
$1.13M 1%
10,124
-23
40
$1.12M 0.99%
44,419
-1,705
41
$1.1M 0.98%
+19,358
42
$1.09M 0.97%
28,715
43
$1.06M 0.94%
28,941
-42
44
$1.05M 0.93%
14,458
45
$986K 0.87%
20,473
46
$959K 0.85%
7,375
47
$898K 0.8%
+1,126
48
$891K 0.79%
3,755
49
$866K 0.77%
5,845
50
$782K 0.69%
14,327
-819
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2
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