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
101
$289K 0.03%
+9,082
102
$274K 0.03%
+3,814
103
$272K 0.03%
698
104
$271K 0.03%
+4,887
105
$262K 0.03%
+5,325
106
$261K 0.03%
+1,818
107
$255K 0.03%
+3,368
108
$242K 0.02%
5,366
109
$241K 0.02%
+1,227
110
$220K 0.02%
+20,648
111
$209K 0.02%
+3,905
112
$207K 0.02%
+2,547
113
$204K 0.02%
+11,371
114
– –
-146,100
115
– –
-3,500
116
– –
-3,725
1 2 3 4
5