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
$1.36B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.02M
3
+$7.64M
4
SMCI icon
Super Micro Computer
SMCI
+$6.72M
5
TSM icon
TSMC
TSM
+$5.88M

Top Sells

1
+$29M
2
+$17M
3
+$15M
4
AIZ icon
Assurant
AIZ
+$12.8M
5
WLK icon
Westlake Corp
WLK
+$10.7M

Sector Composition

1 Technology 25.75%
2 Financials 20.42%
3 Healthcare 19.59%
4 Industrials 11.6%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.3M 0.83%
96,036
52
$10.3M 0.76%
360,800
-6,642
53
$10.2M 0.75%
144,026
54
$10.2M 0.75%
72,139
-73,700
55
$9.94M 0.73%
36,688
-572
56
$9.91M 0.73%
71,839
57
$9.87M 0.73%
142,493
-2,694
58
$9.26M 0.68%
138,677
-2,094
59
$9.02M 0.66%
+271,152
60
$8.81M 0.65%
108,163
-1,628
61
$8.29M 0.61%
110,237
62
$8.28M 0.61%
135,162
-1,978
63
$8.26M 0.61%
128,548
-2,363
64
$7.68M 0.57%
117,476
65
$7.64M 0.56%
+200,234
66
$7.62M 0.56%
39,078
-556
67
$7.61M 0.56%
157,088
-2,202
68
$7.51M 0.55%
194,382
-2,954
69
$7.43M 0.55%
1,222,594
-18,481
70
$7.16M 0.53%
305,017
-6,983
71
$6.97M 0.51%
290,124
-5,278
72
$6.96M 0.51%
2,094,210
+2,022,950
73
$6.81M 0.5%
39,292
74
$6.67M 0.49%
258,804
-3,996
75
$6.12M 0.45%
77,640
1 2
3
4 5