PA
Perennial Advisors Portfolio holdings
AUM
$538M
This Quarter Return
+2.89%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
99.89%
Top 10 Holdings %
Top 10 Hldgs %
30.26%
Holding
197
New
194
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$7.32M |
| 2 |
Apple
AAPL
|
$3.84M |
| 3 |
Johnson & Johnson
JNJ
|
$3.77M |
| 4 |
Fiserv
FI
|
$3.44M |
| 5 |
Microsoft
MSFT
|
$3.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 20.79% |
| 2 | Industrials | 12.94% |
| 3 | Technology | 11.76% |
| 4 | Healthcare | 9.19% |
| 5 | Communication Services | 7.97% |
