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
$195M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$578K

Top Sells

1
+$4.04M
2
+$805K
3
+$487K
4
JEF icon
Jefferies Financial Group
JEF
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$309K

Sector Composition

1 Financials 54.24%
2 Consumer Discretionary 45.41%
3 Technology 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.5M 19.73%
227,191
-1,826
2
$30.4M 15.59%
521,456
-8,350
3
$23.9M 12.24%
107,604
-1,250
4
$23M 11.8%
466,079
-4,650
5
$21.1M 10.82%
900,811
-14,399
6
$12.6M 6.48%
1,220,167
+596,346
7
$11.3M 5.78%
401,789
-5,318
8
$9.91M 5.08%
203,388
-82,791
9
$7.82M 4.01%
776,923
-14,000
10
$4.08M 2.09%
16
11
$3.56M 1.82%
64,211
-4,420
12
$3.42M 1.76%
327,789
+55,299
13
$2.22M 1.14%
42,738
14
$1.9M 0.98%
22,576
-9,559
15
$651K 0.33%
667
16
$410K 0.21%
4,000
17
$277K 0.14%
1,883