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PCM
Permanent Capital Management Portfolio holdings
AUM
$643M
This Fund
S&P 500
This Quarter
Est. Return
-1.29%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$323M
AUM Growth
–
Cap. Flow
+$328M
Cap. Flow
% of AUM
101.64%
Top 10 Holdings %
Top 10 Hldgs %
85.31%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$63.8M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$62.3M |
| 3 |
Microsoft
MSFT
|
+$27.9M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$26.8M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$26.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.05% |
| 2 | Consumer Discretionary | 1.97% |
| 3 | Financials | 1.39% |
| 4 | Communication Services | 1.09% |
| 5 | Healthcare | 0.71% |
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Permanent Capital Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Permanent Capital Management, which disclosed 74 positions worth $323M. Its ten largest holdings account for 85% of the portfolio.
Its largest position is Vanguard Intermediate-Term Treasury ETF: 1,085,193 shares worth $62.9M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, followed by Consumer Discretionary and Financials.
- Permanent Capital Management's largest Q4 2024 buy was Vanguard Intermediate-Term Treasury ETF: 1,085,193 shares worth $62.9M.
- Permanent Capital Management's ten largest holdings make up 85% of its $323M portfolio in Q4 2024.
- Permanent Capital Management disclosed 74 positions in Q4 2024, its first 13F filing on record.
Based on Permanent Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.