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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
PGR icon
76
Progressive
PGR
$119B
$581K 0.09%
2,888
-1,849
BRK.B icon
77
Berkshire Hathaway Class B
BRK.B
$1.06T
$569K 0.09%
1,202
+779
MRSH
78
Marsh
MRSH
$78.2B
$548K 0.09%
3,252
+16
LLY icon
79
Eli Lilly
LLY
$980B
$507K 0.08%
+543
AMAT icon
80
Applied Materials
AMAT
$490B
$486K 0.08%
1,233
-558
JBS
81
JBS N.V.
JBS
$39.2B
$482K 0.07%
30,000
-51,797
SPGI icon
82
S&P Global
SPGI
$122B
$467K 0.07%
1,082
-585
MCD icon
83
McDonald's
MCD
$198B
$449K 0.07%
1,530
+26
AURA icon
84
Aura Biosciences
AURA
$655M
$440K 0.07%
62,369
-13,495
ISHG icon
85
iShares 1-3 Year International Treasury Bond ETF
ISHG
$889M
$437K 0.07%
5,749
IBM icon
86
IBM
IBM
$234B
$425K 0.07%
1,839
-176
STZ icon
87
Constellation Brands
STZ
$24.2B
$424K 0.07%
+2,690
WAT icon
88
Waters Corp
WAT
$34.9B
$424K 0.07%
+1,370
FDVV icon
89
Fidelity High Dividend ETF
FDVV
$9.66B
$419K 0.07%
7,097
CAH icon
90
Cardinal Health
CAH
$51.9B
$419K 0.07%
2,173
+1,108
PSLV icon
91
Sprott Physical Silver Trust
PSLV
$13.4B
$399K 0.06%
16,723
-5,197
COP icon
92
ConocoPhillips
COP
$131B
$395K 0.06%
3,138
+66
TSM icon
93
TSMC
TSM
$2.4T
$383K 0.06%
966
+141
PPLI
94
People Inc
PPLI
$3.18B
$376K 0.06%
8,445
-33,877
CCK icon
95
Crown Holdings
CCK
$11.3B
$374K 0.06%
3,807
DLR icon
96
Digital Realty Trust
DLR
$66.1B
$369K 0.06%
1,836
+366
HWM icon
97
Howmet Aerospace
HWM
$111B
$368K 0.06%
1,515
+38
SPH icon
98
Suburban Propane Partners
SPH
$1.1B
$364K 0.06%
18,114
+5,500
MTN icon
99
Vail Resorts
MTN
$5.16B
$364K 0.06%
+2,862
FBND icon
100
Fidelity Total Bond ETF
FBND
$26.4B
$362K 0.06%
7,942
2 3
4
5 6