PC

Permanens Capital Portfolio holdings

AUM $733M
1-Year Est. Return 16.44%
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M

Sector Composition

1 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$43.9M 26.92%
700,100
+375,822
2
$43.4M 26.65%
432,959
+227,969
3
$38.7M 23.73%
794,685
+125,097
4
$21.4M 13.11%
+860,990
5
$14.6M 8.95%
533,502
-498,938
6
$664K 0.41%
+24,535
7
$380K 0.23%
20,932