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
$1.15B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$37.2M
2 +$35.3M
3 +$33.5M
4
JPM icon
JPMorgan Chase
JPM
+$33.2M
5
DFS
Discover Financial Services
DFS
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 26.16%
2 Technology 23.52%
3 Industrials 13.34%
4 Healthcare 13.07%
5 Energy 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$625K 0.05%
+26,656
77
$223K 0.02%
+3,350
78
$223K 0.02%
+6,164
79
$222K 0.02%
+8,688
80
$204K 0.02%
+1,653