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
$136M
AUM Growth
-$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.53M
3 +$801K
4
AMT icon
American Tower
AMT
+$750K
5
JPM icon
JPMorgan Chase
JPM
+$585K

Top Sells

1 +$1.71M
2 +$1.44M
3 +$1.05M
4
ADM icon
Archer Daniels Midland
ADM
+$746K
5
IBB icon
iShares Biotechnology ETF
IBB
+$543K

Sector Composition

1 Healthcare 13.73%
2 Industrials 13.11%
3 Technology 10.77%
4 Financials 10.03%
5 Energy 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$231K 0.17%
4,050
-1,150
77
$184K 0.14%
17,100
78
-18,601
79
-2,010
80
-29,328
81
-5,085
82
-2,050
83
-56,400