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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
TRGP icon
126
Targa Resources
TRGP
$55.5B
$277K 0.04%
+1,061
CNX icon
127
CNX Resources
CNX
$4.62B
$275K 0.04%
7,077
HPE icon
128
Hewlett Packard
HPE
$62.8B
$270K 0.04%
+9,392
LRCX icon
129
Lam Research
LRCX
$487B
$266K 0.04%
+1,030
BATRA icon
130
Atlanta Braves Holdings Series A
BATRA
$3.5B
$265K 0.04%
5,000
BKR icon
131
Baker Hughes
BKR
$57.9B
$264K 0.04%
+3,795
BN icon
132
Brookfield
BN
$99.3B
$263K 0.04%
5,823
-1,554
NOC icon
133
Northrop Grumman
NOC
$74.1B
$262K 0.04%
452
+6
UNH icon
134
UnitedHealth
UNH
$364B
$257K 0.04%
694
-295
MSCI icon
135
MSCI
MSCI
$42.3B
$255K 0.04%
432
+3
LYV icon
136
Live Nation Entertainment
LYV
$39.8B
$252K 0.04%
+1,595
TMO icon
137
Thermo Fisher Scientific
TMO
$173B
$245K 0.04%
511
+29
SPOT icon
138
Spotify
SPOT
$96.2B
$239K 0.04%
536
-113
INDA icon
139
iShares MSCI India ETF
INDA
$6.92B
$234K 0.04%
4,740
+825
VTV icon
140
Vanguard Value ETF
VTV
$183B
$233K 0.04%
1,125
TT icon
141
Trane Technologies
TT
$107B
$230K 0.04%
+467
GEV icon
142
GE Vernova
GEV
$298B
$223K 0.03%
+206
DFAC icon
143
Dimensional US Core Equity 2 ETF
DFAC
$46.9B
$223K 0.03%
5,250
FTNT icon
144
Fortinet
FTNT
$106B
$222K 0.03%
2,638
+44
MSGS icon
145
Madison Square Garden
MSGS
$8.91B
$222K 0.03%
+648
NUE icon
146
Nucor
NUE
$55.5B
$210K 0.03%
928
-393
CPER icon
147
United States Copper Index Fund
CPER
$752M
$204K 0.03%
+5,580
DKS icon
148
Dick's Sporting Goods
DKS
$20.9B
$202K 0.03%
+890
HNRG icon
149
Hallador Energy
HNRG
$917M
$183K 0.03%
11,777
AES icon
150
AES
AES
$10.4B
$169K 0.03%
11,715
-984
4 5
6
7 8