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
$121M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.23M
3
+$2.84M
4
SBCF icon
Seacoast Banking Corp of Florida
SBCF
+$2.54M
5
BK icon
Bank of New York Mellon
BK
+$2.35M

Top Sells

1
+$3.38M
2
+$3.22M
3
+$2.59M
4
CCK icon
Crown Holdings
CCK
+$2.35M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.35M

Sector Composition

1 Financials 23.12%
2 Consumer Staples 21.45%
3 Utilities 7.57%
4 Real Estate 7.39%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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