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 | |
|---|---|---|---|---|---|---|
76
Trade Desk
TTD
$20.7B
| $71.8M | 0.32% |
996,787
+185,552
|
|
||
77
Boston Scientific
BSX
$156B
| $71.7M | 0.32% |
667,889
-443,488
|
|
||
78
Eversource Energy
ES
$27.6B
| $70.6M | 0.32% |
1,110,122
+839,459
|
|
||
79
General Dynamics
GD
$92.9B
| $69.8M | 0.31% |
239,177
+169,445
|
|
||
80
Constellation Energy
CEG
$105B
| $68.4M | 0.31% |
211,793
-61,310
|
|
||
81
Incyte
INCY
$20.7B
| $68.3M | 0.31% |
1,002,343
+31,520
|
|
||
82
HubSpot
HUBS
$20.5B
| $67.1M | 0.3% |
120,458
+823
|
|
||
83
Johnson & Johnson
JNJ
$470B
| $66.8M | 0.3% |
437,000
-26,631
|
|
||
84
Charles Schwab
SCHW
$169B
| $65.5M | 0.3% |
718,255
+700,063
|
|
||
85
Veeva Systems
VEEV
$47.8B
| $65.4M | 0.29% |
227,142
-233,107
|
|
||
86
Travelers Companies
TRV
$64.1B
| $65.3M | 0.29% |
243,966
+11,863
|
|
||
87
Applied Materials
AMAT
$178B
| $64.4M | 0.29% |
351,817
+8,599
|
|
||
88
Emcor
EME
$27.7B
| $63.5M | 0.29% |
118,680
-23,828
|
|
||
89
Cigna
CI
$72.4B
| $62.7M | 0.28% |
189,801
+71,034
|
|
||
90
NRG Energy
NRG
$31.8B
| $62.3M | 0.28% |
387,882
-47,578
|
|
||
91
Curtiss-Wright
CW
$20.1B
| $62M | 0.28% |
127,003
+40,169
|
|
||
92
eBay
EBAY
$38.2B
| $61.9M | 0.28% |
831,976
+777,109
|
|
||
93
Monster Beverage
MNST
$69.4B
| $61.8M | 0.28% |
985,934
+950,725
|
|
||
94
Exxon Mobil
XOM
$501B
| $61.3M | 0.28% |
568,554
-38,995
|
|
||
95
Crown Castle
CCI
$39.5B
| $61.2M | 0.28% |
595,395
+481,514
|
|
||
96
Wabtec
WAB
$34.9B
| $60.5M | 0.27% |
288,772
-201
|
|
||
97
EOG Resources
EOG
$59.3B
| $59.8M | 0.27% |
499,999
-563,920
|
|
||
98
PepsiCo
PEP
$198B
| $59.6M | 0.27% |
451,692
+108,548
|
|
||
99
Aecom
ACM
$17.7B
| $58.8M | 0.27% |
521,294
+9,080
|
|
||
100
Equinix
EQIX
$77.2B
| $58.4M | 0.26% |
73,371
+578
|
|