OAM

Origin Asset Management Portfolio holdings

AUM $43.5M
1-Year Est. Return 31.63%
This Quarter Est. Return
1 Year Est. Return
+31.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$978M
AUM Growth
-$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$15M
3
+$1.6M
4
MBUU icon
Malibu Boats
MBUU
+$1.42M
5
THO icon
Thor Industries
THO
+$1.08M

Top Sells

1
+$40.4M
2
+$39.6M
3
+$33.8M
4
EDU icon
New Oriental
EDU
+$27.1M
5
BABA icon
Alibaba
BABA
+$14.9M

Sector Composition

1 Consumer Discretionary 42.39%
2 Technology 35.82%
3 Communication Services 11.5%
4 Financials 4.06%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 0.32%
6,800
-400
27
$2.95M 0.3%
44,158
-3,871
28
$2.95M 0.3%
17,625
-600
29
$2.89M 0.3%
30,400
-1,100
30
$2.75M 0.28%
3,650
-200
31
$2.46M 0.25%
44,730
-1,800
32
$2.38M 0.24%
19,100
-1,200
33
$2.34M 0.24%
27,900
-1,100
34
$2.34M 0.24%
7,100
-300
35
$2.25M 0.23%
6,057
-2,300
36
$2.22M 0.23%
29,800
+6,200
37
$2.17M 0.22%
41,500
-2,300
38
$2.09M 0.21%
18,851
-900
39
$2.08M 0.21%
61,500
-3,000
40
$2.08M 0.21%
51,955
-1,700
41
$2.04M 0.21%
32,300
-900
42
$2M 0.2%
5,400
-2,500
43
$1.98M 0.2%
8,200
-500
44
$1.94M 0.2%
20,500
+7,000
45
$1.93M 0.2%
410
46
$1.85M 0.19%
5,600
-300
47
$1.84M 0.19%
50,388
+20,100
48
$1.81M 0.19%
14,900
-900
49
$1.79M 0.18%
5,000
-200
50
$1.74M 0.18%
15,515
-1,576
1
2
3 4 5