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
1
$14.1M 2.9%
174,900
+135,200
2
$13.6M 2.81%
283,340
+204,860
3
$13M 2.69%
1,044,084
+328,433
4
$12.1M 2.49%
78,500
-15,400
5
$11.2M 2.31%
+2,508,000
6
$10.8M 2.23%
96,520
-19,780
7
$10M 2.06%
341,264
+245,422
8
$9.98M 2.06%
134,000
+29,900
9
$9.94M 2.05%
+141,000
10
$9.92M 2.04%
67,900
-10,500
11
$9.89M 2.04%
+69,589
12
$9.39M 1.94%
520,770
+280,970
13
$9.08M 1.87%
+105,400
14
$8.59M 1.77%
115,600
-30,634
15
$8.24M 1.7%
228,400
-48,800
16
$7.99M 1.65%
46,283
-14,717
17
$7.94M 1.64%
+164,300
18
$7.87M 1.62%
239,852
-228,148
19
$7.86M 1.62%
84,200
-89,500
20
$6.84M 1.41%
+108,900
21
$6.25M 1.29%
+75,200
22
$6.2M 1.28%
+286,128
23
$6.14M 1.27%
39,300
+13,000
24
$6.1M 1.26%
+64,200
25
$6.04M 1.24%
156,800
-24,000
1
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