PFM
Patton Fund Management Portfolio holdings
AUM
$746M
1-Year Est. Return
28.86%
This Fund
S&P 500
1 Year Est. Return
+28.86%
AUM
$746M
AUM Growth
+$190M
(+34%)
Holding
505
Top Buys
| 1 | +$8.89M | |
| 2 | +$7.68M | |
| 3 | +$7.46M | |
| 4 |
Ralph Lauren
RL
|
+$7.45M |
| 5 |
Cisco
CSCO
|
+$7.44M |
Top Sells
| 1 | +$47.1M | |
| 2 | +$4.58M | |
| 3 | +$4.57M | |
| 4 |
Insulet
PODD
|
+$4.38M |
| 5 |
AT&T
T
|
+$4.12M |
Sector Composition
| 1 | Technology | 18.69% |
| 2 | Financials | 9.44% |
| 3 | Consumer Discretionary | 8.3% |
| 4 | Healthcare | 6.81% |
| 5 | Utilities | 6.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
SLB Ltd
SLB
$70.9B
| – | – |
-6,381
|
|
||
502
Super Micro Computer
SMCI
$19.3B
| – | – |
-5,646
|
|
||
503
Synopsys
SNPS
$84.7B
| – | – |
-441
|
|
||
504
United Parcel Service
UPS
$88.4B
| – | – |
-2,439
|
|
||
505
Waters Corp
WAT
$31B
| – | – |
-706
|
|