PAM

Peninsula Asset Management Portfolio holdings

AUM $189M
1-Year Est. Return 12.81%
This Quarter Est. Return
1 Year Est. Return
+12.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.68M
3 +$1.59M
4
KN icon
Knowles
KN
+$389K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$217K

Top Sells

1 +$2.04M
2 +$1.89M
3 +$1.78M
4
PPG icon
PPG Industries
PPG
+$1.09M
5
DOV icon
Dover
DOV
+$459K

Sector Composition

1 Industrials 10.12%
2 Consumer Staples 8.81%
3 Technology 7.54%
4 Healthcare 6.95%
5 Materials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-77,270