PCM

Penn Capital Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 30.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$511M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.7M
3
+$9.46M
4
SAAS
inContact, Inc.
SAAS
+$9.35M
5
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$8.58M

Top Sells

1
+$19.8M
2
+$16.1M
3
+$11.5M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$10M
5
CHUY
Chuy's Holdings, Inc. Common Stock
CHUY
+$9.79M

Sector Composition

1 Consumer Discretionary 15.08%
2 Technology 14.98%
3 Financials 13.55%
4 Industrials 10.47%
5 Communication Services 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
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