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
$139M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$881K
2 +$865K
3 +$590K
4
VMC icon
Vulcan Materials
VMC
+$385K
5
AMT icon
American Tower
AMT
+$296K

Top Sells

1 +$1.77M
2 +$915K
3 +$462K
4
MDT icon
Medtronic
MDT
+$462K
5
MO icon
Altria Group
MO
+$334K

Sector Composition

1 Healthcare 13.46%
2 Industrials 11.79%
3 Technology 11.25%
4 Energy 10.44%
5 Financials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$231K 0.17%
850
-308
77
$229K 0.17%
+2,700
78
$228K 0.16%
+1,560
79
$174K 0.13%
17,100
80
-5,353
81
-8,592
82
-7,050