PIM

Penobscot Investment Management Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.66%
This Quarter Est. Return
1 Year Est. Return
+22.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.25M
3
+$1.39M
4
META icon
Meta Platforms (Facebook)
META
+$1.16M
5
EW icon
Edwards Lifesciences
EW
+$1.11M

Top Sells

1
+$2.41M
2
+$1.92M
3
+$1.46M
4
DHR icon
Danaher
DHR
+$1.25M
5
AVGO icon
Broadcom
AVGO
+$1.25M

Sector Composition

1 Technology 30.5%
2 Financials 13.82%
3 Healthcare 11.35%
4 Industrials 9.02%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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