PCP
Pacific Capital Partners Portfolio holdings
AUM
$94.2M
1-Year Est. Return
0.69%
This Fund
S&P 500
1 Year Est. Return
+0.69%
AUM
$89.8M
AUM Growth
-$16.9M
(-16%)
Holding
51
Top Buys
| 1 | +$5.09M | |
| 2 | +$3.27M | |
| 3 | +$2.63M | |
| 4 |
AutoZone
AZO
|
+$2.55M |
| 5 |
Middleby
MIDD
|
+$2.24M |
Top Sells
| 1 | +$3.73M | |
| 2 | +$3.54M | |
| 3 | +$2.76M | |
| 4 |
Elevance Health
ELV
|
+$2.53M |
| 5 |
Becton Dickinson
BDX
|
+$2.46M |
Sector Composition
| 1 | Healthcare | 42.08% |
| 2 | Industrials | 25.51% |
| 3 | Financials | 14.73% |
| 4 | Materials | 5.7% |
| 5 | Consumer Discretionary | 4.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Uber
UBER
$152B
| – | – |
-14,145
|
|