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
$737M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$17.9M
3 +$17.4M
4
AFL icon
Aflac
AFL
+$17M
5
BLK icon
Blackrock
BLK
+$16.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.37%
2 Technology 14.58%
3 Financials 14.49%
4 Energy 10.89%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$209K 0.03%
+8,095
127
$209K 0.03%
+5,964
128
$200K 0.03%
+8,000
129
$171K 0.02%
+19,575
130
$47K 0.01%
+200
131
$9K ﹤0.01%
+19,600