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
$192M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$2.13M
3 +$754K
4
FI icon
Fiserv
FI
+$452K
5
DIS icon
Walt Disney
DIS
+$393K

Top Sells

1 +$3.2M
2 +$99.5K
3 +$27.3K

Sector Composition

1 Technology 34.78%
2 Industrials 15.71%
3 Consumer Discretionary 15.56%
4 Financials 13.78%
5 Healthcare 13.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$586K 0.31%
8,628
27
$340K 0.18%
2,296
28
$201K 0.1%
+4,734
29
-98,113