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
$154M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$5M
3 +$4.17M
4
TTEK icon
Tetra Tech
TTEK
+$4.13M
5
CLH icon
Clean Harbors
CLH
+$3.48M

Top Sells

1 +$5.43M
2 +$4.25M
3 +$3.34M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.77M
5
AVTR icon
Avantor
AVTR
+$2.68M

Sector Composition

1 Technology 32.02%
2 Industrials 28.24%
3 Financials 18.34%
4 Communication Services 8.4%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,985
52
-28,996
53
-21,560
54
0
55
-24,000
56
-8,617