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
$90.8M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.3M
3
+$2.02M
4
CAR icon
Avis
CAR
+$1.99M
5
NVO icon
Novo Nordisk
NVO
+$1.74M

Top Sells

1
+$1.97M
2
+$1.9M
3
+$1.89M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.75M
5
SNX icon
TD Synnex
SNX
+$1.64M

Sector Composition

1 Technology 16.5%
2 Financials 13.54%
3 Healthcare 12.75%
4 Industrials 11.2%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,192
77
– –
-38,520
78
– –
-32,846
79
– –
-72,930
1 2 3
4