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
$203M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$2.7M
3 +$2.35M
4
PLL
PALL CORP
PLL
+$1.96M
5
DOC icon
Healthpeak Properties
DOC
+$932K

Top Sells

1 +$4.29M
2 +$3.83M
3 +$2.48M
4
LLTC
Linear Technology Corp
LLTC
+$2.03M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$1.82M

Sector Composition

1 Energy 22.81%
2 Industrials 12.81%
3 Healthcare 10.16%
4 Consumer Staples 9.09%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,255
102
-3,600
103
-36,423
104
-43,060
105
-4,000