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
$187M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$2.34M
2 +$139K

Top Sells

1 +$95.2K

Sector Composition

1 Real Estate 55.95%
2 Consumer Discretionary 12.55%
3 Financials 10.76%
4 Technology 8.46%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$93K 0.05%
1,843
27
$54K 0.03%
1,175