OCM

Orchard Capital Management Portfolio holdings

AUM $90.4M
1-Year Est. Return 13.06%
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
-$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$5.42M
2 +$2.35M
3 +$2.22M
4
HRTX icon
Heron Therapeutics
HRTX
+$1.54M
5
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$178K

Top Sells

1 +$7.81M
2 +$5.83M
3 +$5.38M
4
PGC icon
Peapack-Gladstone Financial
PGC
+$5.12M
5
JOUT icon
Johnson Outdoors
JOUT
+$2.65M

Sector Composition

1 Financials 35.37%
2 Industrials 20.9%
3 Healthcare 10.01%
4 Communication Services 9.71%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-39,446
52
-157,614
53
-10,849