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
$141M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$769K
3 +$148K
4
T icon
AT&T
T
+$111K
5
AMLP icon
Alerian MLP ETF
AMLP
+$36.5K

Top Sells

1 +$424K
2 +$419K
3 +$238K
4
PAA icon
Plains All American Pipeline
PAA
+$220K
5
POT
Potash Corp Of Saskatchewan
POT
+$220K

Sector Composition

1 Healthcare 16.2%
2 Industrials 11.73%
3 Energy 11%
4 Consumer Staples 8.97%
5 Utilities 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,044
77
-333
78
-6,950
79
-2,800
80
-12,885