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
$121M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.65M
3
+$1.09M
4
MKL icon
Markel Group
MKL
+$651K
5
JNJ icon
Johnson & Johnson
JNJ
+$594K

Top Sells

1
+$1.65M
2
+$1.02M
3
+$935K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$731K
5
WFC.WS
Wells Fargo & Company Ws
WFC.WS
+$725K

Sector Composition

1 Financials 43.15%
2 Communication Services 9.9%
3 Technology 7.81%
4 Industrials 6.86%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,542
1 2 3
4