PWM
Penobscot Wealth Management Portfolio holdings
AUM
$279M
This Quarter Return
+4.61%
1 Year Return
+11.74%
3 Year Return
+44.24%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.79%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.68% |
| 2 | Consumer Discretionary | 5.29% |
| 3 | Industrials | 5.15% |
| 4 | Communication Services | 5.12% |
| 5 | Healthcare | 3.63% |
