PCM
Parsons Capital Management Portfolio holdings
AUM
$1.63B
1-Year Return
18.89%
This Quarter Return
+9.03%
1 Year Return
+18.89%
3 Year Return
+73.04%
5 Year Return
+126.31%
10 Year Return
+304.74%
AUM
$1.46B
AUM Growth
+$59.9M
(+4.3%)
Cap. Flow
-$40.6M
Cap. Flow
% of AUM
-2.78%
Top 10 Holdings %
Top 10 Hldgs %
30.81%
Holding
448
New
18
Increased
120
Reduced
215
Closed
10
Top Buys
| 1 |
Chevron
CVX
|
$2.81M |
| 2 |
Coupang
CPNG
|
$1.98M |
| 3 |
Oracle
ORCL
|
$1.67M |
| 4 |
Realty Income
O
|
$1.46M |
| 5 |
Charles Schwab
SCHW
|
$1.23M |
Top Sells
| 1 |
Apple
AAPL
|
$21.3M |
| 2 |
Comcast
CMCSA
|
$6.59M |
| 3 |
NVIDIA
NVDA
|
$3.55M |
| 4 |
Thermo Fisher Scientific
TMO
|
$3.29M |
| 5 |
McDonald's
MCD
|
$1.45M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 12.48% |
| 3 | Healthcare | 11.66% |
| 4 | Industrials | 11.27% |
| 5 | Consumer Discretionary | 7.02% |
