PAM
Panagora Asset Management Portfolio holdings
AUM
$24.8B
1-Year Est. Return
33.35%
1 Year Est. Return
+33.35%
AUM
$22.2B
AUM Growth
+$2.17B
(+11%)
Holding
1,234
Top Buys
| 1 | +$162M | |
| 2 | +$133M | |
| 3 | +$126M | |
| 4 |
JPMorgan Chase
JPM
|
+$120M |
| 5 |
Arista Networks
ANET
|
+$117M |
Top Sells
| 1 | +$238M | |
| 2 | +$154M | |
| 3 | +$144M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$122M |
Sector Composition
| 1 | Technology | 32.32% |
| 2 | Financials | 14.14% |
| 3 | Healthcare | 10.19% |
| 4 | Consumer Discretionary | 9.68% |
| 5 | Communication Services | 8.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
DraftKings
DKNG
$14.6B
| $11.5M | 0.05% |
267,243
-26,524
|
|
||
|
FISV
252
Fiserv, Inc. Common Stock
FISV
$34.1B
| $11M | 0.05% |
63,698
-2,230
|
|
||
253
Unum
UNM
$12.8B
| $10.9M | 0.05% |
135,531
-456
|
|
||
254
M&T Bank
MTB
$28.5B
| $10.9M | 0.05% |
56,188
+49,532
|
|
||
255
Clear Secure
YOU
$3.61B
| $10.9M | 0.05% |
391,255
+114,141
|
|
||
256
Pinduoduo
PDD
$186B
| $10.8M | 0.05% |
103,135
+17,200
|
|
||
257
ICU Medical
ICUI
$3.34B
| $10.7M | 0.05% |
81,333
+51
|
|
||
258
Life Time Group Holdings
LTH
$5.61B
| $10.7M | 0.05% |
352,599
+193,168
|
|
||
259
Intapp
INTA
$3.53B
| $10.5M | 0.05% |
203,675
+13,315
|
|
||
260
Plexus
PLXS
$3.77B
| $10.5M | 0.05% |
77,675
+310
|
|
||
261
First Financial Bankshares
FFIN
$4.39B
| $10.4M | 0.05% |
289,679
+19,090
|
|
||
262
Pricesmart
PSMT
$3.55B
| $10.3M | 0.05% |
97,999
-37,214
|
|
||
263
Cummins
CMI
$63.7B
| $10.2M | 0.05% |
31,007
-7,074
|
|
||
264
Ares Management
ARES
$32.6B
| $9.8M | 0.04% |
+56,578
|
|
||
265
Pegasystems
PEGA
$9.7B
| $9.71M | 0.04% |
179,468
-30,590
|
|
||
266
Alamos Gold
AGI
$14B
| $9.57M | 0.04% |
360,500
+101,820
|
|
||
267
TD Synnex
SNX
$12.2B
| $9.54M | 0.04% |
70,318
-118,832
|
|
||
268
Waters Corp
WAT
$22.6B
| $9.54M | 0.04% |
27,322
-765
|
|
||
269
MasTec
MTZ
$15.2B
| $9.4M | 0.04% |
+55,166
|
|
||
270
Merit Medical Systems
MMSI
$4.98B
| $9.37M | 0.04% |
100,192
+1,274
|
|
||
271
Commerce Bancshares
CBSH
$7.05B
| $9.36M | 0.04% |
150,523
-64,008
|
|
||
272
Walt Disney
DIS
$192B
| $9.3M | 0.04% |
74,989
-74
|
|
||
273
Twilio
TWLO
$19.1B
| $9.29M | 0.04% |
74,722
-5,977
|
|
||
274
Jazz Pharmaceuticals
JAZZ
$8.57B
| $9.25M | 0.04% |
87,189
-104
|
|
||
275
Toast
TOST
$21.9B
| $9.04M | 0.04% |
+204,098
|
|