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
$103M
AUM Growth
-$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$3.96M
3 +$3.88M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.81M
5
PYPL icon
PayPal
PYPL
+$3.8M

Top Sells

1 +$6.58M
2 +$4.9M
3 +$4.82M
4
SPGI icon
S&P Global
SPGI
+$4.75M
5
AMRC icon
Ameresco
AMRC
+$4.73M

Sector Composition

1 Industrials 28.73%
2 Financials 27.18%
3 Healthcare 16.21%
4 Technology 12.65%
5 Consumer Discretionary 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-15,300
52
-14,080
53
0
54
0
55
0
56
0