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
$205M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$5.38M
2 +$2.76M
3 +$2.6M
4
HD icon
Home Depot
HD
+$1.96M
5
ADBE icon
Adobe
ADBE
+$1.66M

Top Sells

1 +$5.94K

Sector Composition

1 Technology 39.3%
2 Consumer Discretionary 17.48%
3 Financials 15.76%
4 Industrials 12.19%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.92M 2.39%
84,894
+3,689
27
$4.88M 2.38%
28,028
+1,302
28
$4.13M 2.01%
51,832
+359
29
$2.67M 1.3%
29,600
+280
30
$624K 0.3%
7,035
+404
31
$579K 0.28%
2,296
32
$487K 0.24%
985
-12
33
$402K 0.2%
7,628