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
$48.3M
AUM Growth
-$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$571K

Top Sells

1
+$5.73M
2
+$5.06M
3
+$4.42M
4
CNO icon
CNO Financial Group
CNO
+$3.62M
5
MTG icon
MGIC Investment
MTG
+$3.34M

Sector Composition

1 Financials 28.77%
2 Consumer Staples 19.87%
3 Utilities 6.25%
4 Industrials 6.23%
5 Materials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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0
77
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0
78
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0
79
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0
80
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0
81
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0
1 2 3
4