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PCM

Patient Capital Management Portfolio holdings

AUM $2.68B
1-Year Est. Return 43.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.5B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$54.3M
2
+$28.8M
3
+$14.2M
4
PPLI
People Inc
PPLI
+$13.8M
5
MAT icon
Mattel
MAT
+$11.6M

Top Sells

1
+$30M
2
+$21.4M
3
+$17M
4
COIN icon
Coinbase
COIN
+$10.8M
5
GOOS
Canada Goose Holdings
GOOS
+$8.23M

Sector Composition

1 Consumer Discretionary 22.94%
2 Healthcare 22.45%
3 Communication Services 15.15%
4 Financials 14.98%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$149M 5.97%
613,333
+280
2
$133M 5.32%
1,310,407
-35,310
3
$128M 5.13%
371,363
+179,431
4
$125M 4.99%
6,537,027
-5,175
5
$123M 4.94%
561,976
-1,506
6
$118M 4.73%
632,684
-1,489
7
$112M 4.5%
4,564,871
-143,708
8
$110M 4.4%
3,117,850
+129,862
9
$106M 4.23%
144,000
-295
10
$93.5M 3.74%
1,239,894
-2,030
11
$87.5M 3.5%
489,677
-9,433
12
$87.1M 3.48%
26,460,848
+10,192,107
13
$83.9M 3.36%
4,888,138
+811,782
14
$71.8M 2.88%
2,108,245
+369,239
15
$67.4M 2.7%
2,229,936
+387
16
$64.3M 2.57%
666,515
-2,136
17
$61.9M 2.48%
619,752
-474
18
$61.5M 2.46%
1,500,849
-436,790
19
$59.6M 2.38%
2,254,066
-903,365
20
$58M 2.32%
171,736
-31,764
21
$57.3M 2.3%
940,597
-4,156
22
$55.6M 2.22%
396,649
+76,183
23
$55.2M 2.21%
581,359
-831
24
$54.2M 2.17%
253,477
-8,378
25
$52.9M 2.12%
936,913
-95,588
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