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
$112M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$7.46M
2 +$4.1M
3 +$3.45M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.18M
5
AZN icon
AstraZeneca
AZN
+$3.12M

Top Sells

1 +$3.96M
2 +$3.9M
3 +$3.81M
4
PYPL icon
PayPal
PYPL
+$3.8M
5
NOC icon
Northrop Grumman
NOC
+$3.29M

Sector Composition

1 Financials 25.93%
2 Industrials 25.67%
3 Healthcare 16.61%
4 Technology 9.72%
5 Real Estate 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
0
53
-7,960
54
-6,986