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
$157M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.89M
3
+$4.78M
4
SBUX icon
Starbucks
SBUX
+$4.46M
5
DOW icon
Dow Inc
DOW
+$4.27M

Top Sells

1
+$303K
2
+$214K

Sector Composition

1 Technology 40.41%
2 Consumer Discretionary 16.04%
3 Financials 13.54%
4 Industrials 11.64%
5 Healthcare 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.82M 4.34%
39,813
+2,000
2
$6.75M 4.29%
23,406
+4,096
3
$6.72M 4.27%
40,751
+3,095
4
$6.5M 4.13%
57,488
+2,715
5
$6.48M 4.11%
55,980
+2,776
6
$6.39M 4.06%
96,107
+12,327
7
$6.26M 3.98%
38,372
+1,754
8
$5.65M 3.59%
60,607
+2,666
9
$5.59M 3.55%
14,496
+2,722
10
$5.57M 3.54%
49,605
+12,234
11
$5.54M 3.52%
48,306
+2,122
12
$5.44M 3.46%
17,110
+6,869
13
$5.42M 3.44%
79,443
+3,649
14
$5.31M 3.37%
43,233
+6,384
15
$5.23M 3.32%
29,240
+1,112
16
$5.22M 3.32%
39,163
+5,073
17
$5.22M 3.31%
27,305
+1,481
18
$5.19M 3.3%
35,399
+1,619
19
$4.98M 3.17%
+100,935
20
$4.89M 3.11%
+47,365
21
$4.87M 3.09%
21,786
+2,691
22
$4.8M 3.05%
34,730
+1,552
23
$4.78M 3.04%
+25,700
24
$4.77M 3.03%
27,809
+1,328
25
$4.72M 3%
15,985
+687
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