OCM
Otter Creek Management Portfolio holdings
AUM
$54.2M
This Quarter Return
+1.86%
1 Year Return
+1.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(-18%)
Cap. Flow
-$31.4M
Cap. Flow
% of AUM
-29.52%
Top 10 Holdings %
Top 10 Hldgs %
72.66%
Holding
56
New
4
Increased
3
Reduced
15
Closed
3
Top Buys
| 1 |
Ashland
ASH
|
$5.4M |
| 2 |
PotlatchDeltic
PCH
|
$2.78M |
| 3 |
JPMorgan Chase
JPM
|
$2.36M |
| 4 |
Crown Holdings
CCK
|
$997K |
| 5 |
Weyerhaeuser
WY
|
$335K |
Top Sells
| 1 |
CNO Financial Group
CNO
|
$7.03M |
| 2 |
Stryker
SYK
|
$6.42M |
| 3 |
Old Republic International
ORI
|
$4.4M |
| 4 |
Devon Energy
DVN
|
$3.88M |
| 5 |
AGU
Agrium
AGU
|
$3.36M |
Sector Composition
| 1 | Financials | 37.25% |
| 2 | Energy | 21.16% |
| 3 | Consumer Staples | 7.54% |
| 4 | Materials | 5.08% |
| 5 | Consumer Discretionary | 4.84% |