OCM
Orleans Capital Management Portfolio holdings
AUM
$188M
1-Year Return
15.76%
This Quarter Return
+20.39%
1 Year Return
+15.76%
3 Year Return
+62.72%
5 Year Return
+128.34%
10 Year Return
+176.64%
AUM
$122M
AUM Growth
+$105M
(+586%)
Cap. Flow
+$103M
Cap. Flow
% of AUM
84.31%
Top 10 Holdings %
Top 10 Hldgs %
34.8%
Holding
103
New
75
Increased
3
Reduced
3
Closed
22
Top Buys
| 1 |
Apple
AAPL
|
$7.28M |
| 2 |
Home Depot
HD
|
$5.82M |
| 3 |
Microsoft
MSFT
|
$5.68M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$4.08M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
$3.42M |
Top Sells
| 1 |
First Solar
FSLR
|
$1.13M |
| 2 |
Baker Hughes
BKR
|
$1.12M |
| 3 |
Quanta Services
PWR
|
$963K |
| 4 |
Schlumberger
SLB
|
$744K |
| 5 |
SolarEdge
SEDG
|
$735K |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 11.58% |
| 3 | Financials | 9.48% |
| 4 | Consumer Staples | 7.72% |
| 5 | Industrials | 6.67% |
