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
$278M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Sells

1 +$14.6M
2 +$12M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$53.8M 19.38%
423,296
-94,372
2
$38.5M 13.86%
398,403
+3,849
3
$38.2M 13.78%
519,870
+6,110
4
$32.9M 11.84%
441,965
+51,121
5
$24.1M 8.67%
307,967
-186,545
6
$23.5M 8.46%
801,014
+210,235
7
$23.1M 8.31%
740,268
+198,726
8
$21.8M 7.86%
245,444
+112,094
9
$18.4M 6.62%
353,186
+49,583
10
$2.43M 0.87%
91,038
+26,494
11
$941K 0.34%
39,406
+5,237