OCA

Otter Creek Advisors Portfolio holdings

AUM $133M
1-Year Est. Return 37.04%
This Quarter Est. Return
1 Year Est. Return
+37.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.3M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.47M
3
+$2.21M
4
ITRI icon
Itron
ITRI
+$2.15M
5
HOLX icon
Hologic
HOLX
+$2.14M

Top Sells

1
+$5.45M
2
+$4.3M
3
+$4.29M
4
DIS icon
Walt Disney
DIS
+$4M
5
TRMB icon
Trimble
TRMB
+$3.28M

Sector Composition

1 Industrials 23.19%
2 Healthcare 20.21%
3 Financials 19.65%
4 Technology 13.03%
5 Utilities 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
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