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
$120M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$399K
2 +$265K
3 +$244K
4
NEE icon
NextEra Energy
NEE
+$119K
5
T icon
AT&T
T
+$53.7K

Top Sells

1 +$718K
2 +$682K
3 +$612K
4
AAPL icon
Apple
AAPL
+$551K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$540K

Sector Composition

1 Technology 16.7%
2 Healthcare 14.53%
3 Energy 10.01%
4 Financials 8.1%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,956
77
-1,440