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
$1.03B
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.8M
3
+$9.99M
4
FTAI icon
FTAI Aviation
FTAI
+$8.64M
5
ARCB icon
ArcBest
ARCB
+$6.79M

Top Sells

1
+$12.3M
2
+$11.7M
3
+$7.77M
4
HRMY icon
Harmony Biosciences
HRMY
+$6.48M
5
XPO icon
XPO
XPO
+$6.23M

Sector Composition

1 Industrials 19.22%
2 Consumer Discretionary 17.15%
3 Healthcare 13.12%
4 Energy 10.53%
5 Technology 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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