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
$157M
AUM Growth
+$535K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$966K
2 +$749K
3 +$744K
4
BLK icon
Blackrock
BLK
+$734K
5
CMCSA icon
Comcast
CMCSA
+$685K

Top Sells

1 +$1.57M
2 +$1.15M
3 +$1.12M
4
MCHP icon
Microchip Technology
MCHP
+$338K
5
WMT icon
Walmart
WMT
+$254K

Sector Composition

1 Technology 16.33%
2 Financials 11.73%
3 Healthcare 9.96%
4 Consumer Staples 7.87%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$160K 0.1%
11,600
77
-5,400