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

Top Buys

1 +$8.32M
2 +$6.45M
3 +$6.25M
4
C icon
Citigroup
C
+$3.58M
5
DISH
DISH Network Corp.
DISH
+$3.42M

Top Sells

1 +$1M
2 +$978K
3 +$482K
4
MA icon
Mastercard
MA
+$55K
5
JPM icon
JPMorgan Chase
JPM
+$23.4K

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