Pathstone Holdings Portfolio holdings
AUM
$26.2B
1-Year Est. Return
20.66%
1 Year Est. Return
+20.66%
AUM
$26.2B
AUM Growth
+$889M
(+3.5%)
Holding
2,393
Top Buys
| 1 | +$26M | |
| 2 | +$21.5M | |
| 3 | +$16.6M | |
| 4 |
DoorDash
DASH
|
+$14.9M |
| 5 |
Costco
COST
|
+$13.5M |
Top Sells
| 1 | +$414M | |
| 2 | +$119M | |
| 3 | +$97.2M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$92.3M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$46.9M |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Financials | 8.24% |
| 3 | Consumer Discretionary | 5.35% |
| 4 | Communication Services | 4.21% |
| 5 | Industrials | 3.81% |
