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
$228M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$28.4K
3
+$25.5K
4
SBUX icon
Starbucks
SBUX
+$21.8K
5
APTV icon
Aptiv
APTV
+$21.4K

Top Sells

1
+$341K
2
+$238K
3
+$129K
4
JPM icon
JPMorgan Chase
JPM
+$111K
5
AMZN icon
Amazon
AMZN
+$103K

Sector Composition

1 Technology 39.13%
2 Consumer Discretionary 18.72%
3 Financials 14.22%
4 Industrials 13.96%
5 Healthcare 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.76M 2.53%
73,010
+171
27
$5.73M 2.52%
14,745
+73
28
$5.46M 2.4%
10,504
+49
29
$4.65M 2.04%
85,089
-391
30
$3.75M 1.65%
52,133
+297
31
$3.25M 1.43%
26,791
-2,809
32
$797K 0.35%
7,124
+70
33
$576K 0.25%
985
34
$571K 0.25%
2,296
35
$225K 0.1%
1,251
+20
36
– –
-4,095
1
2