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
$78.9M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.97K
2
+$6.84K
3
+$5.48K
4
INTC icon
Intel
INTC
+$4.73K
5
GPC icon
Genuine Parts
GPC
+$4.51K

Top Sells

1
+$496K
2
+$278K
3
+$209K
4
ST icon
Sensata Technologies
ST
+$170K
5
PRU icon
Prudential Financial
PRU
+$147K

Sector Composition

1 Technology 24.16%
2 Healthcare 13.58%
3 Industrials 11.54%
4 Financials 11.33%
5 Communication Services 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$934K 1.18%
42,708
-12
27
$899K 1.14%
22,806
-1,602
28
$830K 1.05%
16,189
+66
29
$828K 1.05%
478,500
30
$792K 1%
3,467
-32
31
$779K 0.99%
4,822
-3
32
$769K 0.98%
3,219
-12
33
$721K 0.91%
3,783
-16
34
$712K 0.9%
9,167
-103
35
$704K 0.89%
38,965
+197
36
$659K 0.84%
6,641
-16
37
$632K 0.8%
3,496
-34
38
$589K 0.75%
6,922
+16
39
$586K 0.74%
22,178
+179
40
$574K 0.73%
6,896
41
$565K 0.72%
6,724
-364
42
$522K 0.66%
3,445
+46
43
$504K 0.64%
2,904
+26
44
$496K 0.63%
1,445
45
$481K 0.61%
10,514
+48
46
$450K 0.57%
18,218
47
$448K 0.57%
4,064
+62
48
$448K 0.57%
14,742
49
$436K 0.55%
15,455
-92
50
$417K 0.53%
4,343
-2
1
2
3