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
$176M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$733K
2 +$421K
3 +$404K
4
PSA icon
Public Storage
PSA
+$375K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$252K

Top Sells

1 +$1.03M
2 +$846K
3 +$542K
4
T icon
AT&T
T
+$513K
5
CMCSA icon
Comcast
CMCSA
+$191K

Sector Composition

1 Technology 17.23%
2 Financials 10.56%
3 Healthcare 10.53%
4 Consumer Staples 7.94%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$225K 0.13%
12,500
77
$167K 0.09%
11,600
78
-21,000
79
-3,250