PC

Permit Capital Portfolio holdings

AUM $321M
1-Year Est. Return 40.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$5.83M
2 +$3.73M
3 +$1.12M
4
PARA
Paramount Global Class B
PARA
+$1.02M
5
WDC icon
Western Digital
WDC
+$949K

Top Sells

1 +$11.9M
2 +$111K
3 +$37.6K
4
JPM icon
JPMorgan Chase
JPM
+$23.2K
5
PM icon
Philip Morris
PM
+$15.8K

Sector Composition

1 Real Estate 65.11%
2 Technology 7.18%
3 Communication Services 6.89%
4 Consumer Discretionary 6.19%
5 Financials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$43K 0.01%
600