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
$174M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.34M
3
+$2.31M
4
MSFT icon
Microsoft
MSFT
+$2.28M
5
ADBE icon
Adobe
ADBE
+$2.24M

Top Sells

1
+$1.04M

Sector Composition

1 Technology 34.1%
2 Consumer Discretionary 17.97%
3 Industrials 15.36%
4 Financials 14.11%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.69M 5%
106,365
+12,993
2
$8.22M 4.73%
64,619
+6,694
3
$8.03M 4.62%
43,736
+3,773
4
$7.94M 4.56%
190,296
+42,160
5
$7.91M 4.55%
25,927
+8,268
6
$7.63M 4.39%
50,757
+10,702
7
$7.61M 4.37%
32,269
+9,655
8
$7.52M 4.33%
58,318
+16,925
9
$7.5M 4.31%
76,538
+14,341
10
$7.22M 4.15%
60,641
+11,784
11
$7.03M 4.04%
14,497
-2,141
12
$7.03M 4.04%
50,945
+4,031
13
$6.92M 3.98%
45,191
+10,673
14
$6.85M 3.94%
14,409
+4,716
15
$6.78M 3.9%
55,505
+12,617
16
$6.66M 3.83%
52,375
+7,457
17
$6.62M 3.8%
39,205
+4,246
18
$6.46M 3.72%
35,022
+3,721
19
$6.44M 3.7%
29,656
+4,308
20
$6.41M 3.68%
90,692
+32,699
21
$6.29M 3.62%
31,549
+6,410
22
$6.1M 3.51%
30,270
+4,760
23
$6.07M 3.49%
71,172
+18,096
24
$5.8M 3.33%
45,207
+3,944
25
$3M 1.72%
99,033
+77,366
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