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
$1.1B
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$15.6M
3
+$14.6M
4
AVGO icon
Broadcom
AVGO
+$12.7M
5
CSCO icon
Cisco
CSCO
+$12.7M

Top Sells

1
+$24.6M
2
+$20M
3
+$14.6M
4
MU icon
Micron Technology
MU
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$13.9M

Sector Composition

1 Technology 30.87%
2 Healthcare 17.2%
3 Financials 14.36%
4 Industrials 11.6%
5 Consumer Discretionary 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$231K 0.02%
7,480
-1,000
127
$230K 0.02%
6,621
-900
128
$227K 0.02%
3,808
-500
129
$210K 0.02%
+2,335
130
$207K 0.02%
7,556
-1,000
131
$205K 0.02%
+3,990
132
$205K 0.02%
11,662
-1,600
133
$200K 0.02%
+1,696
134
$194K 0.02%
+8,222
135
$192K 0.02%
2,715
-400
136
$192K 0.02%
+2,949
137
$189K 0.02%
+2,780
138
$188K 0.02%
+664
139
$188K 0.02%
+5,473
140
$185K 0.02%
17,696
-2,400
141
$182K 0.02%
+2,968
142
$179K 0.02%
+12,082
143
$176K 0.02%
+2,857
144
$176K 0.02%
1,130
-200
145
$172K 0.02%
+3,931
146
$172K 0.02%
+5,418
147
$164K 0.02%
+6,324
148
$154K 0.01%
5,746
-800
149
$142K 0.01%
+11,508
150
– –
-62,866
3 4 5
6
7