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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
$535M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$41.8M
3
+$40.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$38.3M
5
MSFT icon
Microsoft
MSFT
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.86%
3 Financials 3.93%
4 Industrials 2.01%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$149M 27.94%
+243,343
2
$42.1M 7.86%
+700,835
3
$41.1M 7.69%
+216,711
4
$39.3M 7.36%
+656,678
5
$37.5M 7.01%
+72,416
6
$21M 3.93%
+418,512
7
$16.7M 3.11%
+65,293
8
$15.5M 2.9%
+286,715
9
$13.7M 2.55%
+136,297
10
$13.4M 2.51%
+2,494,540
11
$8.23M 1.54%
+25,010
12
$7.58M 1.42%
+54,862
13
$7.27M 1.36%
+269,653
14
$4.1M 0.77%
+35,012
15
$4M 0.75%
+21,435
16
$3.66M 0.68%
+5,482
17
$3.57M 0.67%
+10,032
18
$3.55M 0.66%
+13,939
19
$3.06M 0.57%
+179,240
20
$2.94M 0.55%
+13,410
21
$2.84M 0.53%
+69,327
22
$2.76M 0.52%
+12,960
23
$2.57M 0.48%
+24,184
24
$2.56M 0.48%
+5,369
25
$2.42M 0.45%
+9,948
1
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