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
$130M
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$40.3K

Top Sells

1
+$9.23M
2
+$7.96M
3
+$4.01M
4
MOS icon
The Mosaic Company
MOS
+$3.77M
5
CNO icon
CNO Financial Group
CNO
+$2.62M

Sector Composition

1 Financials 32.35%
2 Energy 21.37%
3 Consumer Staples 7.35%
4 Healthcare 6.96%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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54
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56
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57
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-25,000
58
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59
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-2,157,272
60
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0
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