PO
Private Ocean Portfolio holdings
AUM
$1.13B
1-Year Return
11.01%
This Quarter Return
+2.58%
1 Year Return
+11.01%
3 Year Return
+2.79%
5 Year Return
+20.69%
10 Year Return
+31.32%
AUM
$135M
AUM Growth
+$49K
(+0.04%)
Cap. Flow
-$3.61M
Cap. Flow
% of AUM
-2.67%
Top 10 Holdings %
Top 10 Hldgs %
74.33%
Holding
227
New
24
Increased
53
Reduced
48
Closed
12
Top Buys
Top Sells
| 1 |
W.P. Carey
WPC
|
$1.77M |
| 2 |
Coca-Cola
KO
|
$1.76M |
| 3 |
Apple
AAPL
|
$716K |
| 4 |
Chevron
CVX
|
$289K |
| 5 |
Walmart
WMT
|
$212K |
Sector Composition
| 1 | Energy | 1.61% |
| 2 | Technology | 1.31% |
| 3 | Industrials | 1.02% |
| 4 | Real Estate | 0.98% |
| 5 | Financials | 0.86% |
