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ORIX Corp Portfolio holdings

AUM $36.6M
1-Year Est. Return 25.1%
This Fund
S&P 500
This Quarter Est. Return
+4.77%
1 Year Est. Return
+25.1%
3 Year Est. Return
+11.66%
5 Year Est. Return
+62.83%
10 Year Est. Return
–
AUM
$703M
AUM Growth
–
Cap. Flow
+$697M
Cap. Flow %
99.17%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ORA icon
Ormat Technologies
ORA
+$697M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Utilities 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORA icon
1
Ormat Technologies
ORA
$6.65B
$703M 100%
+10,988,577
New +$697M

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ORIX Corp's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for ORIX Corp, which disclosed 1 position worth $703M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Ormat Technologies: 10,988,577 shares worth $703M.

By sector, the portfolio is most concentrated in Utilities at 100% of assets.

  • ORIX Corp's largest Q4 2017 buy was Ormat Technologies: 10,988,577 shares worth $703M.
  • ORIX Corp's ten largest holdings make up 100% of its $703M portfolio in Q4 2017.
  • ORIX Corp disclosed 1 position in Q4 2017, its first 13F filing on record.

Based on ORIX Corp's 13F filing for Q4 2017, filed 9 Feb 2018.