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
$87.5M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$3.18M
2 +$2.24M
3 +$2.03M
4
NKE icon
Nike
NKE
+$2.03M
5
GBX icon
The Greenbrier Companies
GBX
+$1.6M

Sector Composition

1 Technology 21%
2 Financials 10.96%
3 Communication Services 10.06%
4 Materials 8.49%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-32,461