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
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$910K
3 +$909K
4
CAT icon
Caterpillar
CAT
+$815K
5
TGT icon
Target
TGT
+$702K

Top Sells

1 +$1.33M
2 +$1.04M
3 +$1.01M
4
PGR icon
Progressive
PGR
+$989K
5
MDLZ icon
Mondelez International
MDLZ
+$974K

Sector Composition

1 Technology 17.1%
2 Financials 10.86%
3 Healthcare 9.78%
4 Consumer Staples 9.15%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,689
77
-16,365
78
-7,035