PP
PDT Partners Portfolio holdings
AUM
$1.77B
1-Year Return
43.53%
This Quarter Return
-9.7%
1 Year Return
+43.53%
3 Year Return
+141.92%
5 Year Return
+251.03%
10 Year Return
+895.15%
AUM
$4.47B
AUM Growth
+$642M
(+17%)
Cap. Flow
+$962M
Cap. Flow
% of AUM
21.54%
Top 10 Holdings %
Top 10 Hldgs %
10.34%
Holding
1,839
New
528
Increased
414
Reduced
278
Closed
614
Top Buys
| 1 |
Sherwin-Williams
SHW
|
+$54.9M |
| 2 |
Viatris
VTRS
|
+$52.7M |
| 3 |
Amgen
AMGN
|
+$49.1M |
| 4 |
Merck
MRK
|
+$42.6M |
| 5 |
eBay
EBAY
|
+$37.9M |
Top Sells
| 1 |
Coca-Cola
KO
|
+$50.9M |
| 2 |
Lumen
LUMN
|
+$33.8M |
| 3 |
Medtronic
MDT
|
+$33.7M |
| 4 |
Union Pacific
UNP
|
+$26.7M |
| 5 |
Hilton Worldwide
HLT
|
+$26.6M |
Sector Composition
| 1 | Healthcare | 16.88% |
| 2 | Consumer Discretionary | 16.77% |
| 3 | Technology | 12.81% |
| 4 | Industrials | 9.18% |
| 5 | Financials | 9% |
