PI

PEAK6 Investments Portfolio holdings

AUM $2B
1-Year Est. Return 1.52%
This Quarter Est. Return
1 Year Est. Return
+1.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.36B
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,848
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$68.2M
3
+$64.1M
4
AMZN icon
Amazon
AMZN
+$57.2M
5
JPM icon
JPMorgan Chase
JPM
+$53.1M

Top Sells

1
+$67.1M
2
+$61.6M
3
+$52.1M
4
EL icon
Estee Lauder
EL
+$41.6M
5
CAT icon
Caterpillar
CAT
+$36.5M

Sector Composition

1 Financials 20.69%
2 Technology 17.55%
3 Consumer Discretionary 15.6%
4 Communication Services 8.82%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
0
2002
– –
-503,584
2003
– –
-68,839
2004
– –
0
2005
– –
0
2006
– –
0
2007
– –
0
2008
– –
0
2009
– –
-10,865
2010
– –
0
2011
– –
0
2012
– –
0
2013
– –
-30,567
2014
– –
-4,192
2015
– –
-779
2016
– –
-3,028
2017
– –
-200
2018
– –
0
2019
– –
0
2020
– –
0
2021
– –
-9,832
2022
– –
0
2023
– –
0
2024
– –
-20,915
2025
– –
-9,391
79 80
81
82 83