OCM

Oribel Capital Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 23.44%
This Quarter Est. Return
1 Year Est. Return
+23.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.9M
3
+$9.94M
4
INTU icon
Intuit
INTU
+$9.89M
5
AMZN icon
Amazon
AMZN
+$9.85M

Top Sells

1
+$8.57M
2
+$8.36M
3
+$7.61M
4
GEN icon
Gen Digital
GEN
+$7.49M
5
AVGO icon
Broadcom
AVGO
+$5.29M

Sector Composition

1 Technology 50.8%
2 Financials 12.2%
3 Consumer Discretionary 11.39%
4 Industrials 9.87%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.02M 1.24%
114,100
+56,500
27
$5.97M 1.23%
+92,600
28
$5.75M 1.18%
+44,700
29
$5.49M 1.13%
+32,100
30
$4.28M 0.88%
82,200
+60,900
31
$3.95M 0.81%
37,500
-37,041
32
$2.42M 0.5%
19,600
+800
33
$2.15M 0.44%
30,400
+600
34
$2.08M 0.43%
32,300
-1,000
35
$2.08M 0.43%
14,400
+7,400
36
$2.03M 0.42%
14,400
-2,700
37
$1.99M 0.41%
32,300
+1,200
38
$1.95M 0.4%
14,300
+7,300
39
$1.84M 0.38%
44,600
-111,900
40
$1.78M 0.37%
+46,200
41
$1.01M 0.21%
+22,426
42
– –
-33,000
43
– –
-227,000
44
– –
-10,600
45
– –
0
46
– –
0
47
– –
0
48
– –
0
49
– –
0
50
– –
-43,600
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2
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