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
$141M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Sector Composition

1 Technology 19.83%
2 Healthcare 11.33%
3 Energy 8.96%
4 Financials 8.78%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$10.8K 0.01%
667
77
-11,207
78
-4,635
79
-7,848
80
-3,220