OIM

Orca Investment Management Portfolio holdings

AUM $111M
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
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
1
$5.46M 6.01%
562,455
-16,037
2
$3.87M 4.27%
29,293
-1,044
3
$3.72M 4.1%
121,435
-2,554
4
$3.2M 3.53%
57,728
-594
5
$3.18M 3.5%
94,849
+35,982
6
$3.05M 3.36%
182,240
+47,554
7
$2.95M 3.25%
232,975
-6,713
8
$2.83M 3.12%
177,797
-5,260
9
$2.37M 2.61%
+32,503
10
$2.33M 2.57%
57,592
-878
11
$2.3M 2.54%
45,674
-14
12
$2.3M 2.54%
+18,407
13
$2.22M 2.44%
46,457
-1,315
14
$2.19M 2.42%
16,613
-700
15
$2.14M 2.36%
52,003
-429
16
$2.04M 2.24%
14,357
+44
17
$2.02M 2.23%
+52,000
18
$1.99M 2.19%
+54,740
19
$1.83M 2.02%
39,768
-278
20
$1.74M 1.92%
+59,926
21
$1.51M 1.67%
32,712
+491
22
$1.5M 1.65%
34,952
+1,180
23
$1.48M 1.63%
56,140
+204
24
$1.45M 1.6%
31,604
-848
25
$1.45M 1.6%
+40,041
1
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