PAM

Peak Asset Management Portfolio holdings

AUM $546M
1-Year Est. Return 18.64%
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$142K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$2.07M
3 +$492K
4
BMY icon
Bristol-Myers Squibb
BMY
+$223K
5
CSCO icon
Cisco
CSCO
+$215K

Top Sells

1 +$1.24M
2 +$1.18M
3 +$1.16M
4
SPGI icon
S&P Global
SPGI
+$713K
5
MSFT icon
Microsoft
MSFT
+$588K

Sector Composition

1 Financials 17.46%
2 Technology 16.92%
3 Healthcare 10.59%
4 Industrials 8.93%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,077
127
-24,792
128
-3,637
129
-36,119
130
0