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
$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 10.49%
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
1
$5.26M 4.66%
70,588
-1,539
2
$5.05M 4.47%
77,270
-1,458
3
$4.42M 3.91%
83,783
-2,277
4
$3.83M 3.4%
113,165
-2,420
5
$3.63M 3.22%
94,224
-120
6
$3.18M 2.82%
113,018
-34,563
7
$3.03M 2.69%
+20,332
8
$2.91M 2.58%
120,898
-4,606
9
$2.75M 2.44%
70,770
-162
10
$2.74M 2.43%
+15,226
11
$2.72M 2.41%
15,736
-32
12
$2.64M 2.34%
+5,056
13
$2.59M 2.3%
54,100
-1,200
14
$2.53M 2.24%
44,814
+12,791
15
$2.49M 2.21%
+17,949
16
$2.46M 2.18%
62,437
+248
17
$2.42M 2.15%
13,220
-558
18
$2.39M 2.12%
20,008
-434
19
$2.32M 2.06%
28,286
+7,744
20
$2.29M 2.03%
36,640
-878
21
$2.27M 2.01%
35,494
-1,707
22
$2.24M 1.98%
16,018
-763
23
$2.19M 1.94%
65,450
-126
24
$1.75M 1.55%
72,504
-144
25
$1.68M 1.49%
32,465
-1,008
1
2 3 4