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
$157M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.89M
3
+$4.78M
4
SBUX icon
Starbucks
SBUX
+$4.46M
5
DOW icon
Dow Inc
DOW
+$4.27M

Top Sells

1
+$303K
2
+$214K

Sector Composition

1 Technology 40.41%
2 Consumer Discretionary 16.04%
3 Financials 13.54%
4 Industrials 11.64%
5 Healthcare 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.65M 2.95%
48,370
+7,733
27
$4.46M 2.84%
+42,861
28
$4.27M 2.72%
+77,977
29
$4.18M 2.66%
+32,111
30
$381K 0.24%
2,296
31
$376K 0.24%
8,628
32
– –
-2,160
33
– –
-1,004
1
2