PL
Parkwood LLC Portfolio holdings
AUM
$1.09B
1-Year Return
28.99%
This Quarter Return
-0.01%
1 Year Return
+28.99%
3 Year Return
+82.82%
5 Year Return
+121.91%
10 Year Return
+274.61%
AUM
$1.02B
AUM Growth
+$209M
(+26%)
Cap. Flow
+$213M
Cap. Flow
% of AUM
20.8%
Top 10 Holdings %
Top 10 Hldgs %
31.75%
Holding
100
New
13
Increased
32
Reduced
19
Closed
19
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$27.5M |
| 2 |
Charles Schwab
SCHW
|
$24.3M |
| 3 |
TSMC
TSM
|
$23.5M |
| 4 |
Intuit
INTU
|
$19.6M |
| 5 |
Microsoft
MSFT
|
$17M |
Top Sells
| 1 |
Apple
AAPL
|
$11.4M |
| 2 |
Philip Morris
PM
|
$11.3M |
| 3 |
Adobe
ADBE
|
$11.1M |
| 4 |
Baxter International
BAX
|
$10.7M |
| 5 |
Shopify
SHOP
|
$10.5M |
Sector Composition
| 1 | Financials | 26.16% |
| 2 | Technology | 20.36% |
| 3 | Healthcare | 13.37% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Communication Services | 6.82% |
