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
$130M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.6M
3
+$1.16M
4
OXY icon
Occidental Petroleum
OXY
+$972K
5
SLB icon
SLB Ltd
SLB
+$954K

Top Sells

1
+$662K
2
+$511K
3
+$418K
4
MDT icon
Medtronic
MDT
+$316K
5
COP icon
ConocoPhillips
COP
+$281K

Sector Composition

1 Healthcare 14.16%
2 Technology 13.31%
3 Industrials 10.86%
4 Financials 10.53%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.16%
+3,665
77
$203K 0.16%
+3,650
78
$168K 0.13%
16,100
79
– –
-4,340
80
– –
-15,774
81
– –
-3,475
82
– –
-9,450
83
– –
-5,125
84
– –
-13,500
1 2 3
4