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
$372M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$8.67M
2 +$7.25M
3 +$7.19M
4
C icon
Citigroup
C
+$4.14M
5
DISH
DISH Network Corp.
DISH
+$3.42M

Top Sells

1 +$936K
2 +$920K
3 +$646K
4
MA icon
Mastercard
MA
+$55.4K
5
JPM icon
JPMorgan Chase
JPM
+$25.4K

Sector Composition

1 Real Estate 57.37%
2 Communication Services 11.39%
3 Financials 7.74%
4 Technology 6.24%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$209K 0.06%
1,925
27
$188K 0.05%
3,000
28
$141K 0.04%
96
29
$40K 0.01%
600