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PAM
Peninsula Asset Management Portfolio holdings
AUM
$196M
1-Year Est. Return
10.62%
This Fund
S&P 500
1 Year Est. Return
+10.62%
AUM
$196M
AUM Growth
+$971K
(+0.5%)
Holding
54
Top Buys
| 1 | +$2.68M | |
| 2 | +$1.76M | |
| 3 | +$1.42M | |
| 4 |
Stryker
SYK
|
+$1.02M |
| 5 |
Coca-Cola
KO
|
+$835K |
Top Sells
| 1 | +$1.48M | |
| 2 | +$492K | |
| 3 | +$382K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$340K |
| 5 |
Emerson Electric
EMR
|
+$214K |
Sector Composition
| 1 | Technology | 20.45% |
| 2 | Industrials | 11.29% |
| 3 | Materials | 8.95% |
| 4 | Financials | 8.92% |
| 5 | Consumer Staples | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walt Disney
DIS
$171B
| $253K | 0.13% |
2,625
|
|
||
52
Johnson & Johnson
JNJ
$574B
| $208K | 0.11% |
850
-800
|
|
||
53
General Mills
GIS
$18B
| $205K | 0.1% |
+5,500
|
|
||
54
Hormel Foods
HRL
$13.4B
| – | – |
-62,454
|
|