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
$95.9M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$4.12M
2 +$1.22M
3 +$1.13M
4
BFX
BowFlex Inc.
BFX
+$1.12M
5
NVO icon
Novo Nordisk
NVO
+$914K

Top Sells

1 +$4.72M
2 +$2.84M
3 +$2.75M
4
AIT icon
Applied Industrial Technologies
AIT
+$2.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.04M

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 16.97%
3 Healthcare 12.48%
4 Communication Services 10.15%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-33,592
77
-8,520