PO
Private Ocean Portfolio holdings
AUM
$1.13B
1-Year Return
11.01%
This Quarter Return
+1.98%
1 Year Return
+11.01%
3 Year Return
+2.79%
5 Year Return
+20.69%
10 Year Return
+31.32%
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.73%
Holding
226
New
225
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 1.57% |
| 2 | Industrials | 1.1% |
| 3 | Financials | 0.98% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Consumer Staples | 0.8% |
