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PCM

Permanent Capital Management Portfolio holdings

AUM $643M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$643M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$90.5M
2
+$50.9M
3
+$11.9M
4
KMB icon
Kimberly-Clark
KMB
+$1.65M
5
NOW icon
ServiceNow
NOW
+$991K

Top Sells

1
+$20.9M
2
+$3.69M
3
+$3.39M
4
ACTG icon
Acacia Research
ACTG
+$1.58M
5
COF icon
Capital One
COF
+$1.43M

Sector Composition

1 Technology 6.84%
2 Consumer Discretionary 3.01%
3 Financials 2.92%
4 Industrials 2.02%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HZO icon
51
MarineMax
HZO
$770M
$916K 0.14%
31,877
-10,425
NOW icon
52
ServiceNow
NOW
$98B
$899K 0.14%
10,180
+8,425
DE icon
53
Deere & Co
DE
$159B
$875K 0.14%
1,480
+13
BP icon
54
BP
BP
$101B
$873K 0.14%
18,426
-9,567
BC icon
55
Brunswick
BC
$5.43B
$852K 0.13%
10,730
+1,500
BWXT icon
56
BWX Technologies
BWXT
$18.8B
$852K 0.13%
3,938
-900
PLD icon
57
Prologis
PLD
$131B
$837K 0.13%
+5,892
XOM icon
58
Exxon Mobil
XOM
$571B
$801K 0.12%
5,187
-3,076
C icon
59
Citigroup
C
$244B
$788K 0.12%
6,160
-3,988
ABBV icon
60
AbbVie
ABBV
$382B
$772K 0.12%
3,622
+71
DGX icon
61
Quest Diagnostics
DGX
$21.6B
$766K 0.12%
+3,946
NEE icon
62
NextEra Energy
NEE
$181B
$764K 0.12%
7,810
+102
KBWB icon
63
Invesco KBW Bank ETF
KBWB
$5.71B
$762K 0.12%
8,728
+58
V icon
64
Visa
V
$622B
$757K 0.12%
2,296
-183
VZ icon
65
Verizon
VZ
$189B
$736K 0.11%
15,323
+159
OI icon
66
O-I Glass
OI
$1.41B
$723K 0.11%
79,413
-62,133
BDX icon
67
Becton Dickinson
BDX
$39.7B
$700K 0.11%
4,695
+11
ALK icon
68
Alaska Air
ALK
$5.49B
$698K 0.11%
17,835
+5,441
NWSA icon
69
News Corp Class A
NWSA
$13.8B
$694K 0.11%
26,361
EFA icon
70
iShares MSCI EAFE ETF
EFA
$77.1B
$680K 0.11%
6,648
+2,223
VXUS icon
71
Vanguard Total International Stock ETF
VXUS
$155B
$665K 0.1%
+8,012
SLG icon
72
SL Green Realty
SLG
$3.6B
$663K 0.1%
15,632
+2,004
BAC icon
73
Bank of America
BAC
$399B
$638K 0.1%
11,929
+284
PRMB
74
Primo Brands
PRMB
$8.81B
$625K 0.1%
+30,675
LIF
75
Life360
LIF
$3.97B
$617K 0.1%
14,328
1 2
3
4 5