PIM
Perkins Investment Management Portfolio holdings
AUM
$8.09B
This Quarter Return
+4.3%
1 Year Return
+25.39%
3 Year Return
+37.05%
5 Year Return
–
10 Year Return
–
AUM
$6.86B
AUM Growth
+$6.86B
(-1.1%)
Cap. Flow
-$567M
Cap. Flow
% of AUM
-8.27%
Top 10 Holdings %
Top 10 Hldgs %
19.33%
Holding
255
New
18
Increased
69
Reduced
122
Closed
33
Top Buys
| 1 |
Compass Minerals
CMP
|
$66.1M |
| 2 |
CIT
CIT Group Inc.
CIT
|
$49.6M |
| 3 |
TXNM
TXNM Energy, Inc.
TXNM
|
$42M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$39.7M |
| 5 |
Lazard
LAZ
|
$37.5M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
$79.2M |
| 2 |
Casey's General Stores
CASY
|
$74.9M |
| 3 |
Allstate
ALL
|
$52.6M |
| 4 |
Zoetis
ZTS
|
$51.2M |
| 5 |
Stryker
SYK
|
$41M |
Sector Composition
| 1 | Financials | 20.21% |
| 2 | Industrials | 12.26% |
| 3 | Technology | 11.45% |
| 4 | Real Estate | 10.54% |
| 5 | Consumer Discretionary | 8.86% |