PCM

Parsons Capital Management Portfolio holdings

AUM $1.82B
1-Year Est. Return 21.92%
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.45M
3
+$1.63M
4
TRV icon
Travelers Companies
TRV
+$1.32M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$969K

Top Sells

1
+$4.86M
2
+$3.6M
3
+$2.65M
4
WMT icon
Walmart Inc
WMT
+$2.06M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.75M

Sector Composition

1 Technology 22.59%
2 Healthcare 13.54%
3 Financials 11.84%
4 Industrials 10.08%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
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