PC

Pecaut & Co Portfolio holdings

AUM $311M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.48M
2 +$2.17M
3 +$294K
4
DVA icon
DaVita
DVA
+$260K
5
MA icon
Mastercard
MA
+$17.3K

Top Sells

1 +$1.15M
2 +$883K
3 +$786K
4
PG icon
Procter & Gamble
PG
+$535K
5
UPS icon
United Parcel Service
UPS
+$519K

Sector Composition

1 Financials 41.43%
2 Industrials 12.08%
3 Consumer Staples 11.57%
4 Consumer Discretionary 10.75%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,400