PKC

Palmer Knight Company Portfolio holdings

AUM $235M
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$1.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$3.81M
2 +$2.44M
3 +$703K
4
SRCL
Stericycle Inc
SRCL
+$300K
5
WM icon
Waste Management
WM
+$267K

Top Sells

1 +$1.71M
2 +$1.44M
3 +$1.34M
4
GPN icon
Global Payments
GPN
+$1.19M
5
CTAS icon
Cintas
CTAS
+$1.11M

Sector Composition

1 Technology 29.32%
2 Healthcare 20.39%
3 Consumer Discretionary 14.57%
4 Industrials 14.33%
5 Financials 12.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-8,098