PC
Pecaut & Co Portfolio holdings
AUM
$301M
1-Year Return
15.02%
This Quarter Return
+19.14%
1 Year Return
+15.02%
3 Year Return
+68.15%
5 Year Return
+160.15%
10 Year Return
+324.67%
AUM
$128M
AUM Growth
+$17.5M
(+16%)
Cap. Flow
+$1.96M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
63.19%
Holding
69
New
7
Increased
3
Reduced
34
Closed
7
Top Buys
| 1 |
Microsoft
MSFT
|
$2.96M |
| 2 |
Mastercard
MA
|
$2.9M |
| 3 |
Restaurant Brands International
QSR
|
$2.37M |
| 4 |
NVIDIA
NVDA
|
$443K |
| 5 |
Intercontinental Exchange
ICE
|
$403K |
Top Sells
| 1 |
Delta Air Lines
DAL
|
$1.39M |
| 2 |
Wells Fargo
WFC
|
$962K |
| 3 |
Casey's General Stores
CASY
|
$602K |
| 4 |
UMH
UMH Properties
UMH
|
$512K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$468K |
Sector Composition
| 1 | Financials | 35.96% |
| 2 | Technology | 18.52% |
| 3 | Communication Services | 13.57% |
| 4 | Consumer Discretionary | 6.95% |
| 5 | Industrials | 5.89% |
