We are live on ! Find out more
OCM

Orleans Capital Management Portfolio holdings

AUM $148M
1-Year Est. Return 24.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$708K
3
+$233K
4
LOW icon
Lowe's Companies
LOW
+$215K
5
META icon
Meta Platforms (Facebook)
META
+$196K

Top Sells

1
+$2.89M
2
+$2.71M
3
+$1.98M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.83M
5
HD icon
Home Depot
HD
+$1.75M

Sector Composition

1 Technology 16.37%
2 Financials 14.11%
3 Healthcare 6.99%
4 Industrials 6.84%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.14M 5.91%
35,887
-12,787
2
$8.39M 5.43%
16,206
-5,318
3
$8.14M 5.26%
57,790
-13,816
4
$5.69M 3.68%
48,050
-17,824
5
$4.91M 3.17%
15,041
-5,828
6
$4.56M 2.95%
5,723
-1,863
7
$4.33M 2.8%
4,680
-1,817
8
$4.16M 2.69%
17,130
-5,440
9
$4.14M 2.68%
10,221
-4,455
10
$3.74M 2.42%
11,845
-3,793
11
$3.66M 2.37%
15,815
-5,110
12
$3.39M 2.19%
28,252
-9,620
13
$3.37M 2.18%
21,701
-5,684
14
$2.84M 1.84%
37,630
-9,936
15
$2.81M 1.82%
5,885
-1,793
16
$2.8M 1.81%
4,917
-2,182
17
$2.76M 1.79%
16,506
-6,162
18
$2.49M 1.61%
4,984
-1,770
19
$2.38M 1.54%
4,900
-1,417
20
$2.37M 1.53%
17,706
-6,520
21
$2.26M 1.46%
14,545
-5,489
22
$2.17M 1.41%
14,153
-5,340
23
$2.13M 1.38%
17,244
-7,160
24
$2.08M 1.34%
8,786
-3,699
25
$2.06M 1.33%
9,399
-3,260
1
2 3 4 5