PMAM
Penn Mutual Asset Management Portfolio holdings
AUM
$56.6M
1-Year Est. Return
18.04%
1 Year Est. Return
+18.04%
AUM
$56.6M
AUM Growth
+$4.48M
(+8.6%)
Holding
81
Top Buys
| 1 | +$913K | |
| 2 | +$594K | |
| 3 | +$424K | |
| 4 |
Braze
BRZE
|
+$413K |
| 5 |
Toast
TOST
|
+$411K |
Top Sells
| 1 | +$1.05M | |
| 2 | +$829K | |
| 3 | +$586K | |
| 4 |
UGI
UGI
|
+$480K |
| 5 |
Cracker Barrel
CBRL
|
+$434K |
Sector Composition
| 1 | Real Estate | 18.6% |
| 2 | Technology | 16.39% |
| 3 | Consumer Discretionary | 7.13% |
| 4 | Industrials | 6.78% |
| 5 | Energy | 6.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
UGI
UGI
$6.85B
| – | – |
-14,500
|
|