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OCM

Orleans Capital Management Portfolio holdings

AUM $148M
1-Year Est. Return 24.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$896K
2
+$847K
3
+$337K
4
D icon
Dominion Energy
D
+$208K
5
COST icon
Costco
COST
+$162K

Top Sells

1
+$1.86M
2
+$1.49M
3
+$1.37M
4
CMA
Comerica
CMA
+$941K
5
NEE icon
NextEra Energy
NEE
+$831K

Sector Composition

1 Technology 16.05%
2 Healthcare 14.56%
3 Energy 8.66%
4 Industrials 7.95%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,080
77
– –
-1,000
78
– –
-5,400
79
– –
-4,641
80
– –
-12,500
81
– –
-1,600
1 2 3
4