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
$240M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$10.6M
3 +$9.71M
4
CVX icon
Chevron
CVX
+$8.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$7.55M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.23%
2 Industrials 14.68%
3 Energy 13.53%
4 Technology 12.37%
5 Consumer Staples 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$202K 0.08%
+939
152
$187K 0.08%
+3,090
153
$133K 0.06%
+14,105
154
$65K 0.03%
+15,400