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
$152M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.13M
3 +$1.03M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
MET icon
MetLife
MET
+$666K

Top Sells

1 +$1.51M
2 +$1.49M
3 +$995K
4
COP icon
ConocoPhillips
COP
+$923K
5
CVX icon
Chevron
CVX
+$860K

Sector Composition

1 Technology 16.35%
2 Healthcare 10.76%
3 Financials 10.73%
4 Industrials 8.28%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,415
77
-11,900
78
-10,250
79
-1,700
80
-6,885
81
-3,610