PWPCM

Perella Weinberg Partners Capital Management Portfolio holdings

AUM $993M
1-Year Est. Return 6.71%
This Quarter Est. Return
1 Year Est. Return
+6.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.17B
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$88.9M
2
+$71.1M
3
+$45.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$34.4M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$22M

Top Sells

1
+$49.4M
2
+$38.6M
3
+$33.8M
4
PAA icon
Plains All American Pipeline
PAA
+$28.5M
5
EOG icon
EOG Resources
EOG
+$28.3M

Sector Composition

1 Energy 41.18%
2 Technology 6.42%
3 Financials 4.11%
4 Communication Services 2.64%
5 Consumer Staples 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
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