OIM
Orca Investment Management Portfolio holdings
AUM
$111M
This Quarter Return
+8.45%
1 Year Return
+19.84%
3 Year Return
+71.05%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-2.2%)
Cap. Flow
-$9.36M
Cap. Flow
% of AUM
-7.78%
Top 10 Holdings %
Top 10 Hldgs %
35.73%
Holding
92
New
5
Increased
4
Reduced
48
Closed
7
Top Buys
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$2.11M |
| 2 |
ESV
Ensco Rowan plc
ESV
|
$2M |
| 3 |
NOV
NOV
|
$1.59M |
| 4 |
iShares MSCI Spain ETF
EWP
|
$1.42M |
| 5 |
MBII
Marrone Bio Innovations, Inc.
MBII
|
$1.19M |
Top Sells
| 1 |
ConocoPhillips
COP
|
$3.25M |
| 2 |
YHOO
Yahoo Inc
YHOO
|
$2.51M |
| 3 |
Procter & Gamble
PG
|
$1.89M |
| 4 |
VNR
Vanguard Natural Resources, LLC
VNR
|
$1.74M |
| 5 |
CHK
Chesapeake Energy Corporation
CHK
|
$1.51M |
Sector Composition
| 1 | Industrials | 20.76% |
| 2 | Technology | 13.51% |
| 3 | Healthcare | 11.75% |
| 4 | Energy | 8.77% |
| 5 | Financials | 6.96% |
