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
51
$462K 0.42%
4,798
-35
52
$460K 0.41%
10,431
53
$444K 0.4%
6,280
-1,268
54
$439K 0.4%
5,638
-1,158
55
$403K 0.36%
3,185
-25
56
$371K 0.33%
5,858
57
$369K 0.33%
2,169
58
$368K 0.33%
16,914
-152
59
$343K 0.31%
2,562
-20
60
$317K 0.29%
5,458
-1,097
61
$310K 0.28%
1,063
62
$271K 0.24%
4,293
-24
63
– –
-7,611
64
– –
-116,094
65
– –
-83
66
– –
-131,743
1 2
3