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
$84.7M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$377K
3
+$319K
4
ESCA icon
Escalade
ESCA
+$297K
5
PCH icon
PotlatchDeltic
PCH
+$77.4K

Top Sells

1
+$11.7M
2
+$3.88M
3
+$2.1M
4
ESV
Ensco Rowan plc
ESV
+$1.89M
5
DVN icon
Devon Energy
DVN
+$1.83M

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
51
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0
52
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0
53
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0
54
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0
55
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0
56
– –
0
1 2
3