OCM

Otter Creek Management Portfolio holdings

AUM $54.2M
1-Year Est. Return 3.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.7M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$336K
3
+$326K
4
ESCA icon
Escalade
ESCA
+$265K
5
PCH
PotlatchDeltic
PCH
+$79.3K

Top Sells

1
+$11.6M
2
+$3.75M
3
+$2M
4
ESV
Ensco Rowan plc
ESV
+$1.88M
5
DVN icon
Devon Energy
DVN
+$1.7M

Sector Composition

1 Financials 27.52%
2 Energy 21.19%
3 Consumer Staples 10%
4 Utilities 5.2%
5 Materials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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52
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53
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54
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0
55
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0
56
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0
1 2
3