PC

Permit Capital Portfolio holdings

AUM $309M
1-Year Est. Return 32.84%
This Quarter Est. Return
1 Year Est. Return
+32.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$996K
3 +$582K
4
GS icon
Goldman Sachs
GS
+$503K
5
MTG icon
MGIC Investment
MTG
+$204K

Sector Composition

1 Real Estate 50.03%
2 Financials 19.98%
3 Consumer Discretionary 16.25%
4 Technology 5.81%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$139K 0.1%
3,750
27
$74K 0.05%
1,000
28
$74K 0.05%
975
29
$49K 0.03%
1,175
30
$22K 0.02%
781
31
-4,086
32
-160,000
33
-118,250