PC

Permanens Capital Portfolio holdings

AUM $671M
1-Year Est. Return 20.09%
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$91M
2 +$40.7M
3 +$29.8M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$29.1M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$19.4M

Top Sells

1 +$4.39M
2 +$1.8M
3 +$572K
4
MAR icon
Marriott International
MAR
+$211K
5
JPM icon
JPMorgan Chase
JPM
+$193K

Sector Composition

1 Financials 1.99%
2 Consumer Discretionary 1.74%
3 Technology 1.22%
4 Communication Services 0.67%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$14.9K ﹤0.01%
20,644
27
-21,855