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
$131M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.73M
3
+$724K
4
DIS icon
Walt Disney
DIS
+$311K
5
AAPL icon
Apple
AAPL
+$289K

Top Sells

1
+$473K

Sector Composition

1 Technology 33.04%
2 Consumer Discretionary 17.21%
3 Industrials 16.01%
4 Financials 13.16%
5 Healthcare 12.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.39M 4.86%
16,638
+547
2
$6.2M 4.71%
39,963
+1,357
3
$6.11M 4.65%
+46,914
4
$5.96M 4.53%
93,372
+4,167
5
$5.92M 4.5%
41,263
+1,876
6
$5.8M 4.41%
62,197
+2,649
7
$5.73M 4.36%
+57,925
8
$5.69M 4.33%
42,888
+2,180
9
$5.67M 4.31%
31,301
+1,716
10
$5.62M 4.28%
40,055
+1,993
11
$5.56M 4.23%
48,857
+2,301
12
$5.5M 4.18%
25,510
+1,235
13
$5.39M 4.1%
25,348
+1,059
14
$5.32M 4.05%
148,136
+2,279
15
$5.32M 4.05%
44,918
+2,152
16
$5.29M 4.02%
34,518
+1,689
17
$5.18M 3.94%
34,959
+1,785
18
$5.03M 3.83%
22,614
+932
19
$4.95M 3.77%
25,139
+1,143
20
$4.88M 3.71%
41,393
+2,163
21
$4.85M 3.69%
9,693
+564
22
$4.69M 3.57%
17,659
+927
23
$4.69M 3.57%
53,076
+2,660
24
$4.11M 3.12%
57,993
-6,679
25
$724K 0.55%
+21,667
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