PIM

Penobscot Investment Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$557K
2 +$474K
3 +$359K
4
GILD icon
Gilead Sciences
GILD
+$252K
5
SYK icon
Stryker
SYK
+$219K

Top Sells

1 +$2.47M
2 +$2.15M
3 +$2.11M
4
CB icon
Chubb
CB
+$2.03M
5
CVX icon
Chevron
CVX
+$1.92M

Sector Composition

1 Healthcare 16.3%
2 Industrials 13.69%
3 Technology 11.8%
4 Financials 10.92%
5 Consumer Staples 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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