OCM

Orleans Capital Management Portfolio holdings

AUM $188M
1-Year Est. Return 15.76%
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$4.74M
2 +$4.63M
3 +$4.38M
4
UNP icon
Union Pacific
UNP
+$4.38M
5
KMB icon
Kimberly-Clark
KMB
+$4.09M

Top Sells

No sells this quarter

Sector Composition

1 Energy 22.94%
2 Industrials 11.91%
3 Consumer Staples 9.85%
4 Utilities 8.8%
5 Healthcare 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$389K 0.22%
+15,876
77
$386K 0.22%
+30,000
78
$358K 0.2%
+4,740
79
$349K 0.2%
+6,400
80
$260K 0.15%
+4,000
81
$248K 0.14%
+14,576
82
$219K 0.12%
+2,795
83
$213K 0.12%
+4,100
84
$204K 0.12%
+9,992
85
$202K 0.11%
+1,258
86
$57K 0.03%
+58