PCM

Penn Capital Management Portfolio holdings

AUM $1.16B
1-Year Est. Return 29.45%
This Quarter Est. Return
1 Year Est. Return
+29.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$14.6M
3
+$14.2M
4
SRAD icon
Sportradar
SRAD
+$14M
5
BDN
Brandywine Realty Trust
BDN
+$13.3M

Top Sells

1
+$20.3M
2
+$17.8M
3
+$15.3M
4
FOUR icon
Shift4
FOUR
+$14.5M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$14M

Sector Composition

1 Industrials 17.79%
2 Technology 15.84%
3 Consumer Discretionary 14.93%
4 Financials 14.4%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
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