OCM
Orleans Capital Management Portfolio holdings
AUM
$188M
This Quarter Return
+7.22%
1 Year Return
+15.76%
3 Year Return
+62.72%
5 Year Return
+128.34%
10 Year Return
+176.64%
AUM
$176M
AUM Growth
+$176M
(+12%)
Cap. Flow
+$8.52M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
36.38%
Holding
100
New
24
Increased
14
Reduced
39
Closed
6
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$968K |
| 2 |
Microsoft
MSFT
|
$452K |
| 3 |
VanEck Semiconductor ETF
SMH
|
$348K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$218K |
| 5 |
Stock Yards Bancorp
SYBT
|
$124K |
Sector Composition
| 1 | Technology | 16.06% |
| 2 | Financials | 11.27% |
| 3 | Healthcare | 9.65% |
| 4 | Industrials | 8.04% |
| 5 | Consumer Staples | 6.34% |
