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
$112M
AUM Growth
-$319K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2.02M
3
+$1.93M
4
URI icon
United Rentals
URI
+$1.73M
5
LCI
Lannett Company, Inc.
LCI
+$1.64M

Top Sells

1
+$5.76M
2
+$2.69M
3
+$2.27M
4
LSCC icon
Lattice Semiconductor
LSCC
+$2.15M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$1.86M

Sector Composition

1 Technology 21.18%
2 Healthcare 14.16%
3 Industrials 12.6%
4 Consumer Discretionary 8.78%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$102K 0.09%
7,100
-750
77
$82K 0.07%
2,550
-213
78
– –
-53,863
79
– –
-7,728
80
– –
-242,817
81
– –
-209,115
82
– –
-7,181
83
– –
-42,455
84
– –
-8,780
1 2 3
4