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
51
$333K 0.31%
2,853
-250
52
$310K 0.29%
9,775
-823
53
$299K 0.28%
2,503
-217
54
$297K 0.28%
2,269
-203
55
$279K 0.26%
+3,949
56
$244K 0.23%
3,472
-475
57
$222K 0.21%
822
58
– –
-3,840
59
– –
-16,469
1 2
3