PMLI

Penn Mutual Life Insurance Portfolio holdings

AUM $125M
1-Year Est. Return 9.1%
This Quarter Est. Return
1 Year Est. Return
-9.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$3.24M
3 +$2.96M
4
ARR
Armour Residential REIT
ARR
+$2.64M
5
NLY icon
Annaly Capital Management
NLY
+$2.21M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 47.01%
2 Financials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$372K 0.27%
20,000