OCA
Otter Creek Advisors Portfolio holdings
AUM
$133M
This Quarter Return
+2.13%
1 Year Return
+37.04%
3 Year Return
+117.36%
5 Year Return
+167.21%
10 Year Return
–
AUM
$305M
AUM Growth
+$305M
(-17%)
Cap. Flow
-$75.9M
Cap. Flow
% of AUM
-24.89%
Top 10 Holdings %
Top 10 Hldgs %
46.22%
Holding
107
New
7
Increased
9
Reduced
11
Closed
15
Top Buys
| 1 |
Treehouse Foods
THS
|
$13.2M |
| 2 |
American Water Works
AWK
|
$12.5M |
| 3 |
FNB Corp
FNB
|
$12M |
| 4 |
Newmont
NEM
|
$10.1M |
| 5 |
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
|
$10.1M |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
$17.2M |
| 2 |
Pentair
PNR
|
$12.8M |
| 3 |
Microsoft
MSFT
|
$11.4M |
| 4 |
Charles Schwab
SCHW
|
$11.2M |
| 5 |
AB InBev
BUD
|
$9.08M |
Sector Composition
| 1 | Financials | 29.47% |
| 2 | Consumer Staples | 16.04% |
| 3 | Industrials | 13.49% |
| 4 | Real Estate | 7.98% |
| 5 | Materials | 7.39% |