PAM

Pegasus Asset Management Portfolio holdings

AUM $325M
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$523K
3 +$401K
4
MPT
Medical Properties Trust
MPT
+$382K
5
AMZN icon
Amazon
AMZN
+$241K

Top Sells

1 +$1.44M
2 +$138K
3 +$34.9K
4
NKE icon
Nike
NKE
+$34.1K
5
IRM icon
Iron Mountain
IRM
+$32.4K

Sector Composition

1 Technology 26.11%
2 Financials 14.63%
3 Healthcare 10.76%
4 Communication Services 8.11%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$48K 0.02%
10,000