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
$167M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$463K
3
+$305K
4
RJF icon
Raymond James Financial
RJF
+$265K
5
TRV icon
Travelers Companies
TRV
+$242K

Top Sells

1
+$5.22M
2
+$4.8M

Sector Composition

1 Technology 44.63%
2 Consumer Discretionary 16.16%
3 Financials 14.43%
4 Industrials 12.2%
5 Materials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 2.64%
44,455
+1,594
27
$4.32M 2.59%
81,112
+3,135
28
$1.63M 0.98%
+38,600
29
$463K 0.28%
+963
30
$422K 0.25%
2,296
31
$401K 0.24%
8,628
32
– –
-34,730
33
– –
-39,163
1
2