OIM

Orca Investment Management Portfolio holdings

AUM $111M
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.44%
2 Energy 13.02%
3 Technology 11.94%
4 Healthcare 11.91%
5 Consumer Staples 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$368K 0.3%
+29,466
77
$358K 0.29%
+3,538
78
$326K 0.27%
+10,970
79
$305K 0.25%
+6,216
80
$304K 0.25%
+25,615
81
$267K 0.22%
+7,136
82
$236K 0.19%
+3,970
83
$143K 0.12%
+9,000
84
$136K 0.11%
+20,000
85
$101K 0.08%
+2,913
86
$31K 0.03%
+10,200