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
1
$9.68M 4.25%
41,539
-554
2
$9.43M 4.14%
45,780
-400
3
$9.27M 4.07%
49,731
-553
4
$8.87M 3.9%
23,959
-261
5
$8.84M 3.89%
59,058
-195
6
$8.82M 3.87%
21,756
-62
7
$8.7M 3.82%
48,402
-526
8
$8.61M 3.78%
110,971
-228
9
$8.53M 3.75%
36,451
-316
10
$8.52M 3.74%
63,463
+143
11
$8.5M 3.73%
30,562
-83
12
$8.27M 3.64%
39,843
-257
13
$8.19M 3.6%
19,023
-169
14
$7.89M 3.47%
64,457
-238
15
$7.65M 3.36%
37,872
-450
16
$7.53M 3.31%
36,407
-21
17
$7.39M 3.25%
75,850
+224
18
$7.39M 3.25%
14,276
+39
19
$7.09M 3.11%
33,609
-525
20
$6.78M 2.98%
30,692
-225
21
$6.62M 2.91%
30,768
-132
22
$6.29M 2.77%
25,131
-105
23
$6.09M 2.68%
106,287
-1,341
24
$6.01M 2.64%
+22,143
25
$5.79M 2.55%
28,049
-234
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