PC
Palo Capital Portfolio holdings
AUM
$236M
This Quarter Return
+3.61%
1 Year Return
-5.3%
3 Year Return
+34.6%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+15%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
11.34%
Top 10 Holdings %
Top 10 Hldgs %
20.51%
Holding
200
New
78
Increased
42
Reduced
40
Closed
35
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.92M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$1.64M |
| 3 |
Cummins
CMI
|
$1.46M |
| 4 |
Gentex
GNTX
|
$1.4M |
| 5 |
Polaris
PII
|
$1.4M |
Top Sells
| 1 |
McCormick & Company Non-Voting
MKC
|
$1.49M |
| 2 |
PepsiCo
PEP
|
$1.36M |
| 3 |
ASGN Inc
ASGN
|
$1.26M |
| 4 |
Stagwell
STGW
|
$1.15M |
| 5 |
Kimberly-Clark
KMB
|
$1.1M |
Sector Composition
| 1 | Industrials | 19.92% |
| 2 | Healthcare | 15.71% |
| 3 | Technology | 14.89% |
| 4 | Consumer Staples | 9.85% |
| 5 | Consumer Discretionary | 9.69% |
