PCP

Panoramic Capital Partners Portfolio holdings

AUM $156M
1-Year Est. Return 15.43%
This Quarter Est. Return
1 Year Est. Return
+15.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.09M
3
+$601K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$506K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$276K

Top Sells

1
+$1.67M
2
+$296K
3
+$238K
4
MCD icon
McDonald's
MCD
+$232K
5
VRSK icon
Verisk Analytics
VRSK
+$204K

Sector Composition

1 Technology 13%
2 Communication Services 2.76%
3 Consumer Discretionary 2.71%
4 Financials 2.27%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
51
Wells Fargo
WFC
$291B
$248K 0.16%
2,961
+36
XOM icon
52
Exxon Mobil
XOM
$501B
$246K 0.16%
2,181
BAC icon
53
Bank of America
BAC
$403B
$235K 0.15%
4,550
+136
UNP icon
54
Union Pacific
UNP
$142B
$222K 0.14%
941
+54
ABBV icon
55
AbbVie
ABBV
$395B
$217K 0.14%
+937
ORCL icon
56
Oracle
ORCL
$546B
$211K 0.14%
+752
FDX icon
57
FedEx
FDX
$67.1B
$207K 0.13%
877
+5
PG icon
58
Procter & Gamble
PG
$334B
$207K 0.13%
1,345
-204
GEV icon
59
GE Vernova
GEV
$182B
$201K 0.13%
+327
AMGN icon
60
Amgen
AMGN
$171B
– –
-797
CRM icon
61
Salesforce
CRM
$246B
– –
-1,087
MCD icon
62
McDonald's
MCD
$226B
– –
-789
VRSK icon
63
Verisk Analytics
VRSK
$30.3B
– –
-670
1 2
3