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
$100M
AUM Growth
-$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$297K
3
+$10.2K
4
JPM icon
JPMorgan Chase
JPM
+$5.89K
5
HD icon
Home Depot
HD
+$5.5K

Top Sells

1
+$1.9M
2
+$149K
3
+$90.6K
4
AVGO icon
Broadcom
AVGO
+$78.2K
5
AAPL icon
Apple
AAPL
+$65.5K

Sector Composition

1 Technology 28.35%
2 Communication Services 11.39%
3 Healthcare 11.34%
4 Financials 10.08%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 11.1%
29,576
-135
2
$8.27M 8.26%
37,218
-295
3
$6.32M 6.31%
40,431
-140
4
$5.37M 5.36%
9,594
-162
5
$3.93M 3.92%
28,501
-296
6
$3.65M 3.65%
6,861
-7
7
$3.45M 3.44%
20,581
-467
8
$3.13M 3.13%
18,902
+15
9
$2.98M 2.98%
26,709
-414
10
$2.91M 2.91%
58,432
-641
11
$2.63M 2.63%
38,793
-629
12
$2.59M 2.59%
16,751
-280
13
$2.49M 2.49%
36,652
-82
14
$2.18M 2.18%
7,939
+37
15
$2.05M 2.05%
45,181
+36
16
$1.98M 1.98%
41,342
17
$1.93M 1.93%
20,868
+28
18
$1.73M 1.73%
7,061
+24
19
$1.71M 1.71%
4,662
+15
20
$1.63M 1.63%
14,814
-310
21
$1.59M 1.59%
24,514
-319
22
$1.47M 1.46%
7,703
-173
23
$1.44M 1.44%
18,504
-1,914
24
$1.41M 1.41%
7,088
-135
25
$1.37M 1.36%
71,845
-700
1
2 3