PO

Private Ocean Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.01%
This Quarter Est. Return
1 Year Est. Return
+11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.12%
2 Financials 1.04%
3 Consumer Discretionary 1.04%
4 Consumer Staples 0.93%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-66
177
-600
178
-250