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
$226M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$507K
3 +$97.3K

Top Sells

1 +$2.06M
2 +$995K
3 +$33.1K

Sector Composition

1 Real Estate 70.37%
2 Financials 9.01%
3 Technology 6.34%
4 Communication Services 6.19%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$60K 0.03%
1,175
27
-115,380