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
$136M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$366K
3 +$362K
4
PSA icon
Public Storage
PSA
+$323K
5
MSFT icon
Microsoft
MSFT
+$304K

Sector Composition

1 Technology 18.19%
2 Healthcare 13.27%
3 Energy 9.74%
4 Financials 8.49%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$11.6K 0.01%
667
77
-3,080
78
-56,425
79
-2,400