OCA
Otter Creek Advisors Portfolio holdings
AUM
$101M
1-Year Est. Return
29.04%
1 Year Est. Return
+29.04%
AUM
$133M
AUM Growth
-$10.2M
(-7.1%)
Holding
55
Top Buys
| 1 | +$5.45M | |
| 2 | +$4.49M | |
| 3 | +$4.42M | |
| 4 |
Avantor
AVTR
|
+$4.26M |
| 5 |
Coherent
COHR
|
+$4.06M |
Top Sells
| 1 | +$6.17M | |
| 2 | +$4.97M | |
| 3 | +$4.08M | |
| 4 |
Broadcom
AVGO
|
+$4.02M |
| 5 |
Ameren
AEE
|
+$3.99M |
Sector Composition
| 1 | Technology | 35.63% |
| 2 | Industrials | 20.39% |
| 3 | Financials | 16.86% |
| 4 | Healthcare | 12.81% |
| 5 | Communication Services | 7.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
PTC
PTC
$20.9B
| – | – |
-11,397
|
|
||
52
SS&C Technologies
SSNC
$20.4B
| – | – |
-39,792
|
|
||
53
Thermo Fisher Scientific
TMO
$217B
| – | – |
-5,801
|
|
||
54
Uber
UBER
$190B
| – | – |
-29,800
|
|
||
55
Visa
V
$637B
| – | – |
-8,914
|
|