OIM
Orca Investment Management Portfolio holdings
AUM
$111M
1-Year Est. Return
19.84%
1 Year Est. Return
+19.84%
AUM
$100M
AUM Growth
-$6.28M
(-5.9%)
Holding
59
Top Buys
| 1 | +$1.28M | |
| 2 | +$297K | |
| 3 | +$10.2K | |
| 4 |
JPMorgan Chase
JPM
|
+$5.89K |
| 5 |
Home Depot
HD
|
+$5.5K |
Top Sells
| 1 | +$1.9M | |
| 2 | +$149K | |
| 3 | +$90.6K | |
| 4 |
Broadcom
AVGO
|
+$78.2K |
| 5 |
Apple
AAPL
|
+$65.5K |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Communication Services | 11.39% |
| 3 | Healthcare | 11.34% |
| 4 | Financials | 10.08% |
| 5 | Consumer Discretionary | 5.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Genuine Parts
GPC
$18.5B
| $341K | 0.34% |
2,866
+13
|
|
||
52
Kimberly-Clark
KMB
$40.3B
| $325K | 0.32% |
2,283
+14
|
|
||
53
Reaves Utility Income Fund
UTG
$3.58B
| $318K | 0.32% |
9,775
|
|
||
54
Chevron
CVX
$308B
| $297K | 0.3% |
+1,778
|
|
||
55
Southwest Gas
SWX
$5.64B
| $284K | 0.28% |
3,949
|
|
||
56
PPG Industries
PPG
$22.9B
| $275K | 0.27% |
2,514
+11
|
|
||
57
Citigroup
C
$174B
| $246K | 0.25% |
3,472
|
|
||
58
Vanguard Large-Cap ETF
VV
$46B
| $211K | 0.21% |
822
|
|
||
59
3M
MMM
$81.3B
| – | – |
-14,700
|
|