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
$135M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$889K
2 +$548K
3 +$459K
4
MET icon
MetLife
MET
+$408K
5
JPM icon
JPMorgan Chase
JPM
+$344K

Top Sells

1 +$1.56M
2 +$567K
3 +$536K
4
CCI icon
Crown Castle
CCI
+$365K
5
AAPL icon
Apple
AAPL
+$356K

Sector Composition

1 Technology 18.3%
2 Healthcare 11.63%
3 Energy 10.55%
4 Financials 8.44%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,185
77
-35,544
78
-8,980