PCM

Permanent Capital Management Portfolio holdings

AUM $535M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$49.4M
3 +$39.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$39.3M
5
MSFT icon
Microsoft
MSFT
+$36.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.72%
2 Financials 4.15%
3 Consumer Discretionary 2.54%
4 Communication Services 1.84%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$133K 0.03%
+14,059
152
$133K 0.03%
+11,892
153
$131K 0.03%
+14,352
154
$129K 0.03%
+12,506
155
$110K 0.02%
+30,000
156
$101K 0.02%
+10,800
157
$79.7K 0.02%
+11,556
158
$75.9K 0.02%
+10,129