PFM

Parsec Financial Management Portfolio holdings

AUM $2.37B
1-Year Est. Return 4.66%
This Quarter Est. Return
1 Year Est. Return
-4.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$13M
3
+$9.25M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.38M
5
MMM icon
3M
MMM
+$3.27M

Top Sells

1
+$11.5M
2
+$9.67M
3
+$7.36M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$6.51M
5
DOV icon
Dover
DOV
+$4.28M

Sector Composition

1 Technology 16.39%
2 Healthcare 12.08%
3 Financials 11.09%
4 Consumer Staples 8.17%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
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