OCM

Orser Capital Management Portfolio holdings

AUM $190M
1-Year Est. Return 23.4%
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$4.37M
2 +$2.56M
3 +$2.39M
4
PFE icon
Pfizer
PFE
+$2.08M
5
MDT icon
Medtronic
MDT
+$2.06M

Sector Composition

1 Technology 24.12%
2 Healthcare 11.23%
3 Consumer Staples 8.93%
4 Financials 7.46%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,100