OCM

Orleans Capital Management Portfolio holdings

AUM $161M
1-Year Est. Return 21.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.77%
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 +$1.05M
2 +$687K
3 +$428K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$384K
5
BMY icon
Bristol-Myers Squibb
BMY
+$373K

Top Sells

1 +$807K
2 +$612K
3 +$599K
4
WM icon
Waste Management
WM
+$559K
5
AAPL icon
Apple
AAPL
+$520K

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