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
$169M
AUM Growth
-$787K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$3.56M
2 +$2.02M
3 +$1.91M
4
IDCC icon
InterDigital
IDCC
+$242K

Top Sells

1 +$4.58M
2 +$4.03M
3 +$689K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$487K
5
QVCGA
QVC Group Inc Series A
QVCGA
+$223K

Sector Composition

1 Real Estate 53.48%
2 Financials 16.12%
3 Consumer Discretionary 15.59%
4 Communication Services 6.96%
5 Technology 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$48K 0.03%
1,367
27
-137,000