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
$111M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.58M
3
+$2.33M
4
COHR icon
Coherent
COHR
+$2.24M
5
ST icon
Sensata Technologies
ST
+$2.19M

Top Sells

1
+$3.63M
2
+$1.76M
3
+$302K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252K
5
HD icon
Home Depot
HD
+$181K

Sector Composition

1 Technology 27.8%
2 Communication Services 9.96%
3 Financials 9.49%
4 Industrials 6.71%
5 Healthcare 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.74%
6,052
-569
27
$1.61M 1.45%
22,399
-116
28
$1.53M 1.38%
9,868
-840
29
$1.39M 1.25%
24,847
-1,383
30
$1.37M 1.23%
7,940
+800
31
$1.3M 1.17%
23,151
-72
32
$1.29M 1.16%
49,347
-4,536
33
$1.22M 1.1%
7,416
-28
34
$1.17M 1.05%
4,874
+104
35
$1.11M 1%
23,310
+2,360
36
$970K 0.87%
4,340
+443
37
$951K 0.86%
11,549
+1,186
38
$930K 0.84%
5,293
+522
39
$917K 0.83%
8,202
+790
40
$837K 0.75%
3,691
+383
41
$785K 0.71%
8,566
-1,747
42
$727K 0.66%
18,557
-1,694
43
$708K 0.64%
3,564
-25
44
$676K 0.61%
1,781
-366
45
$651K 0.59%
4,396
+438
46
$619K 0.56%
8,496
-1,717
47
$599K 0.54%
5,322
-37
48
$581K 0.52%
12,183
-1,143
49
$488K 0.44%
3,618
-26
50
$475K 0.43%
2,800
-21
1
2
3