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
$90.1M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$802K
3
+$380K
4
AAPL icon
Apple
AAPL
+$236K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$179K

Top Sells

1
+$535K
2
+$128K
3
+$86.1K
4
GPN icon
Global Payments
GPN
+$66.6K
5
MRK icon
Merck
MRK
+$58.9K

Sector Composition

1 Technology 27.64%
2 Healthcare 13.95%
3 Communication Services 11.29%
4 Financials 9.81%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$368K 0.41%
6,700
-196
52
$348K 0.39%
4,299
+120
53
$331K 0.37%
8,456
-770
54
$331K 0.37%
2,550
-24
55
$317K 0.35%
1,944
56
$281K 0.31%
2,326
-123
57
$257K 0.29%
4,898
+328
58
$206K 0.23%
5,010
-119
1 2
3