OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
+3.98%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+6.5%)
Cap. Flow
+$284K
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
49.86%
Holding
59
New
5
Increased
12
Reduced
8
Closed
7
Top Buys
| 1 |
Avantor
AVTR
|
$5.44M |
| 2 |
Clarivate
CLVT
|
$5.04M |
| 3 |
BWIN
Baldwin Insurance Group
BWIN
|
$4.52M |
| 4 |
Eaton
ETN
|
$4.45M |
| 5 |
Quanta Services
PWR
|
$2.15M |
Top Sells
| 1 |
Hilton Worldwide
HLT
|
$4.6M |
| 2 |
TJX Companies
TJX
|
$3.9M |
| 3 |
TripAdvisor
TRIP
|
$3.88M |
| 4 |
KSU
Kansas City Southern
KSU
|
$3.73M |
| 5 |
LPL Financial
LPLA
|
$2.35M |
Sector Composition
| 1 | Technology | 27.27% |
| 2 | Industrials | 22.55% |
| 3 | Financials | 19.56% |
| 4 | Healthcare | 18.39% |
| 5 | Real Estate | 4.71% |
