PCI

Pacifica Capital Investments Portfolio holdings

AUM $340M
1-Year Est. Return 51.03%
This Quarter Est. Return
1 Year Est. Return
+51.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$916K
2
+$488K

Top Sells

1
+$4.84M
2
+$2.82M
3
+$2.08M
4
IBM icon
IBM
IBM
+$1.55M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.31M

Sector Composition

1 Financials 61.95%
2 Consumer Discretionary 37.54%
3 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.7M 19.24%
237,608
-8,020
2
$30.5M 15.18%
127,558
-20,215
3
$30.2M 14.99%
543,526
-1,200
4
$20.3M 10.09%
975,591
-13,493
5
$19.9M 9.9%
498,729
-2,470
6
$13.9M 6.9%
334,386
-50,075
7
$9.33M 4.64%
360,750
+35,415
8
$8.62M 4.28%
423,193
-27,157
9
$7.53M 3.74%
136,557
-51,255
10
$7.5M 3.73%
828,423
+53,878
11
$5.37M 2.67%
72,454
-1,335
12
$3.91M 1.94%
16
13
$3.83M 1.9%
74,535
-12,737
14
$603K 0.3%
667
15
$569K 0.28%
3,587
-9,747
16
$452K 0.22%
4,400