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
$106M
AUM Growth
-$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$279K

Top Sells

1
+$2.62M
2
+$1.37M
3
+$634K
4
BA icon
Boeing
BA
+$584K
5
MSFT icon
Microsoft
MSFT
+$528K

Sector Composition

1 Technology 29.83%
2 Communication Services 12.47%
3 Financials 9.2%
4 Healthcare 8.87%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.5%
72,545
-150
27
$1.35M 1.27%
3,980
-98
28
$1.14M 1.07%
56,979
-1,267
29
$1.03M 0.97%
37,178
-3,856
30
$949K 0.89%
18,125
-427
31
$934K 0.88%
34,073
-3,469
32
$904K 0.85%
12,918
33
$893K 0.84%
3,049
-268
34
$885K 0.83%
10,524
-266
35
$844K 0.79%
4,748
-412
36
$683K 0.64%
25,760
-2,019
37
$654K 0.62%
7,170
-174
38
$603K 0.57%
4,799
-655
39
$601K 0.57%
3,951
-101
40
$573K 0.54%
1,000
-137
41
$533K 0.5%
3,198
-425
42
$530K 0.5%
3,160
-274
43
$526K 0.5%
478,500
44
$507K 0.48%
4,089
-356
45
$501K 0.47%
4,498
-125
46
$475K 0.45%
9,082
-938
47
$440K 0.41%
4,086
-263
48
$413K 0.39%
1,915
49
$389K 0.37%
8,134
-475
50
$344K 0.32%
4,646
-635
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