PCM

Parsons Capital Management Portfolio holdings

AUM $1.76B
1-Year Est. Return 18.89%
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.67M
3
+$1.5M
4
TEX icon
Terex
TEX
+$1.2M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.14M

Top Sells

1
+$4.23M
2
+$3.08M
3
+$2.1M
4
PG icon
Procter & Gamble
PG
+$1.37M
5
ZM icon
Zoom
ZM
+$1.23M

Sector Composition

1 Technology 21.47%
2 Healthcare 13.39%
3 Industrials 12.37%
4 Financials 11.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-1,237
427
– –
-3,828
428
– –
-54,447
429
– –
-4,800
14 15 16 17
18