PCP
Panoramic Capital Partners Portfolio holdings
AUM
$156M
1-Year Est. Return
15.43%
1 Year Est. Return
+15.43%
AUM
$144M
AUM Growth
+$47.2M
(+49%)
Holding
62
Top Buys
| 1 | +$15.4M | |
| 2 | +$5.26M | |
| 3 | +$2.48M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.09M |
| 5 |
NVIDIA
NVDA
|
+$1.65M |
Top Sells
| 1 | +$4.41M | |
| 2 | +$420K | |
| 3 | +$350K | |
| 4 |
TJX Companies
TJX
|
+$349K |
| 5 |
Microsoft
MSFT
|
+$136K |
Sector Composition
| 1 | Technology | 12.37% |
| 2 | Consumer Discretionary | 2.87% |
| 3 | Financials | 2.43% |
| 4 | Communication Services | 2.3% |
| 5 | Consumer Staples | 2.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Wells Fargo
WFC
$274B
| $245K | 0.17% |
+2,925
|
|
||
52
Amgen
AMGN
$157B
| $238K | 0.16% |
797
-146
|
|
||
53
McDonald's
MCD
$221B
| $232K | 0.16% |
789
-14
|
|
||
54
Caterpillar
CAT
$247B
| $229K | 0.16% |
+576
|
|
||
55
Bank of America
BAC
$389B
| $216K | 0.15% |
+4,414
|
|
||
56
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
| $211K | 0.15% |
+9,049
|
|
||
57
FedEx
FDX
$58.4B
| $210K | 0.15% |
+872
|
|
||
58
Union Pacific
UNP
$129B
| $209K | 0.15% |
+887
|
|
||
59
Verisk Analytics
VRSK
$32.6B
| $204K | 0.14% |
+670
|
|
||
60
Invesco QQQ Trust
QQQ
$399B
| – | – |
-1,009
|
|
||
|
61
TJX Companies
TJX
$159B
| – | – |
-2,906
|
|
||
62
UnitedHealth
UNH
$331B
| – | – |
-632
|
|