PFM

Patton Fund Management Portfolio holdings

AUM $556M
1-Year Est. Return 28.36%
This Quarter Est. Return
1 Year Est. Return
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$2.39M
3
+$2.31M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$2.23M
5
ALB icon
Albemarle
ALB
+$2.16M

Top Sells

1
+$2.51M
2
+$2.1M
3
+$1.97M
4
MOS icon
The Mosaic Company
MOS
+$1.97M
5
STE icon
Steris
STE
+$1.96M

Sector Composition

1 Energy 8.84%
2 Financials 8.24%
3 Healthcare 6.57%
4 Industrials 4.91%
5 Consumer Staples 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4