OCM

Otter Creek Management Portfolio holdings

AUM $54.2M
1-Year Est. Return 1.88%
This Quarter Est. Return
1 Year Est. Return
+1.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$12.9M
3
+$9.99M
4
SYK icon
Stryker
SYK
+$9.99M
5
SCHW icon
Charles Schwab
SCHW
+$9.23M

Top Sells

No sells this quarter

Sector Composition

1 Financials 31.01%
2 Energy 17.79%
3 Healthcare 8.42%
4 Consumer Staples 7.35%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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53
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54
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55
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56
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57
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58
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