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
$113M
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.74M
3
+$2.64M
4
IBM icon
IBM
IBM
+$2.49M
5
CIEN icon
Ciena
CIEN
+$1.34M

Top Sells

1
+$3.23M
2
+$2.86M
3
+$2.82M
4
KHC icon
Kraft Heinz
KHC
+$2.69M
5
JCP
J.C. Penney Company, Inc.
JCP
+$1.29M

Sector Composition

1 Technology 24.19%
2 Financials 11.29%
3 Consumer Discretionary 8.02%
4 Healthcare 7.84%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-33,750
77
– –
-12,330
78
– –
-31,415
79
– –
-276,464
1 2 3
4