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
$164M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.68M
3 +$1.19M
4
OIH icon
VanEck Oil Services ETF
OIH
+$1.09M
5
O icon
Realty Income
O
+$722K

Top Sells

1 +$3.7M
2 +$1.91M
3 +$1.91M
4
GLD icon
SPDR Gold Trust
GLD
+$1.88M
5
TSM icon
TSMC
TSM
+$1.84M

Sector Composition

1 Energy 18.04%
2 Industrials 13.91%
3 Healthcare 10.72%
4 Consumer Staples 8.78%
5 Financials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-58