PC

Permanens Capital Portfolio holdings

AUM $767M
1-Year Est. Return 28.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.09%
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 +$86.1M
2 +$39.3M
3 +$28.5M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$27.6M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$18M

Top Sells

1 +$4.39M
2 +$1.63M
3 +$565K
4
MAR icon
Marriott International
MAR
+$202K
5
JPM icon
JPMorgan Chase
JPM
+$174K

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