OCM
Orleans Capital Management Portfolio holdings
AUM
$188M
This Quarter Return
-7.72%
1 Year Return
+15.76%
3 Year Return
+62.72%
5 Year Return
+128.34%
10 Year Return
+176.64%
AUM
$126M
AUM Growth
+$126M
(-11%)
Cap. Flow
-$3.27M
Cap. Flow
% of AUM
-2.59%
Top 10 Holdings %
Top 10 Hldgs %
24.98%
Holding
93
New
4
Increased
9
Reduced
60
Closed
6
Top Buys
| 1 |
Walt Disney
DIS
|
$699K |
| 2 |
UnitedHealth
UNH
|
$589K |
| 3 |
Gilead Sciences
GILD
|
$586K |
| 4 |
Kroger
KR
|
$375K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$131K |
Top Sells
Sector Composition
| 1 | Healthcare | 15.03% |
| 2 | Industrials | 12.28% |
| 3 | Energy | 11.53% |
| 4 | Consumer Staples | 9.13% |
| 5 | Financials | 8.33% |
