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
$108M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$1.59M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$995K
5
BR icon
Broadridge
BR
+$809K

Top Sells

1
+$4.84M

Sector Composition

1 Technology 25.9%
2 Healthcare 23.61%
3 Industrials 18.43%
4 Consumer Discretionary 15.13%
5 Financials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.15M 5.68%
52,549
+1,505
2
$6.12M 5.66%
69,307
+6,167
3
$6.03M 5.58%
75,224
+2,647
4
$5.85M 5.41%
71,997
+2,591
5
$5.73M 5.29%
120,608
+20,944
6
$5.62M 5.2%
58,342
+2,177
7
$5.54M 5.13%
164,977
+1,829
8
$5.52M 5.1%
40,403
+1,743
9
$5.5M 5.08%
48,639
+1,833
10
$5.18M 4.79%
73,760
+1,032
11
$5.07M 4.69%
+48,831
12
$5.04M 4.66%
26,259
+443
13
$4.99M 4.61%
58,761
+14,511
14
$4.96M 4.59%
47,883
+7,806
15
$4.96M 4.58%
98,060
+4,212
16
$4.58M 4.23%
91,516
+3,010
17
$4.51M 4.17%
56,098
+1,065
18
$4.37M 4.04%
81,554
+4,866
19
$4.14M 3.83%
222,614
+85,597
20
$3.99M 3.69%
33,718
+737
21
$3.4M 3.15%
79,752
+2,042
22
$391K 0.36%
8,098
23
$287K 0.27%
2,296
24
$257K 0.24%
+4,728
25
– –
-40,453