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
51
$412K 0.52%
9,391
52
$376K 0.48%
4,598
+32
53
$371K 0.47%
4,271
-37
54
$326K 0.41%
2,402
-1
55
$317K 0.4%
2,522
-1
56
$289K 0.37%
1,944
-98
57
$233K 0.3%
5,144
1 2
3