OCM
Otter Creek Management Portfolio holdings
AUM
$54.2M
This Quarter Return
+2.08%
1 Year Return
+1.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(-18%)
Cap. Flow
-$37.3M
Cap. Flow
% of AUM
-28.79%
Top 10 Holdings %
Top 10 Hldgs %
71.07%
Holding
60
New
1
Increased
1
Reduced
14
Closed
4
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$1.03M |
| 2 |
WMAR
West Marine Inc
WMAR
|
$40.3K |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$9.24M |
| 2 |
FLOW
FLOW INTL CORP
FLOW
|
$7.96M |
| 3 |
Stryker
SYK
|
$4.01M |
| 4 |
The Mosaic Company
MOS
|
$3.77M |
| 5 |
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% |