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
$106M
AUM Growth
-$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.54M
3
+$1.37M
4
MTG icon
MGIC Investment
MTG
+$1.31M
5
AWK icon
American Water Works
AWK
+$1.22M

Top Sells

1
+$4.26M
2
+$3.47M
3
+$1.56M
4
APC
Anadarko Petroleum
APC
+$1.29M
5
OCSL icon
Oaktree Specialty Lending
OCSL
+$1.18M

Sector Composition

1 Financials 18.91%
2 Consumer Staples 17.12%
3 Energy 11.37%
4 Real Estate 8.45%
5 Utilities 7.04%
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