PC

Permit Capital Portfolio holdings

AUM $319M
1-Year Est. Return 31.02%
This Quarter Est. Return
1 Year Est. Return
+31.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.44M
3
+$763K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.4K
5
MA icon
Mastercard
MA
+$45.6K

Top Sells

1
+$2.81M
2
+$2.77M
3
+$1.62M
4
C icon
Citigroup
C
+$886K

Sector Composition

1 Real Estate 53.25%
2 Consumer Discretionary 17.05%
3 Financials 16.78%
4 Communication Services 5.26%
5 Technology 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53K 0.03%
1,175
27
$43K 0.03%
1,367
+586
1
2