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
$147M
AUM Growth
+$8.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$737K
3 +$445K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$395K
5
BMY icon
Bristol-Myers Squibb
BMY
+$379K

Top Sells

1 +$866K
2 +$645K
3 +$621K
4
WM icon
Waste Management
WM
+$617K
5
HD icon
Home Depot
HD
+$513K

Sector Composition

1 Technology 16.31%
2 Financials 11.58%
3 Healthcare 9.81%
4 Consumer Staples 8.07%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$156K 0.11%
11,600
77
-2,720