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
$238M
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Sells

1 +$808K

Sector Composition

1 Financials 0.14%
2 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$63.6M 26.76%
952,514
+252,414
2
$62.9M 26.49%
591,441
+158,482
3
$41.7M 17.53%
831,744
+37,059
4
$21.4M 9.02%
829,697
-31,293
5
$17.5M 7.37%
650,796
+117,294
6
$10.5M 4.43%
402,443
+377,908
7
$10.3M 4.32%
+121,637
8
$9.34M 3.93%
+84,423
9
$326K 0.14%
20,932
10
$20K 0.01%
+2,834
11
$13K 0.01%
+112,982