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
$298M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.1M
3
+$4.61M
4
EHAB icon
Enhabit
EHAB
+$4.41M
5
ARDX icon
Ardelyx
ARDX
+$4.21M

Top Sells

1
+$6.74M
2
+$6.5M
3
+$5.65M
4
VSAT icon
Viasat
VSAT
+$4.98M
5
CMCO icon
Columbus McKinnon
CMCO
+$3.73M

Sector Composition

1 Financials 33.3%
2 Industrials 20.56%
3 Healthcare 13.09%
4 Consumer Discretionary 10.37%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27.8K 0.01%
18,183
52
– –
-5,901
53
– –
-142,625
54
– –
-121,020
55
– –
-13,300
56
– –
-809,888
1 2
3