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
$241M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$6.05M
2 +$2.7M
3 +$1.11M
4
MTG icon
MGIC Investment
MTG
+$762K
5
C icon
Citigroup
C
+$716K

Top Sells

1 +$1.24M
2 +$937K
3 +$788K
4
MA icon
Mastercard
MA
+$169K
5
AXP icon
American Express
AXP
+$137K

Sector Composition

1 Real Estate 79.94%
2 Consumer Discretionary 5.25%
3 Financials 4.52%
4 Communication Services 4.09%
5 Technology 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,100
27
-1,175