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
$294M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$3.22M
3 +$729K
4
DISH
DISH Network Corp.
DISH
+$707K
5
PBI icon
Pitney Bowes
PBI
+$321K

Top Sells

1 +$1.33M
2 +$1.08M
3 +$1.07M
4
CVS icon
CVS Health
CVS
+$990K
5
BABA icon
Alibaba
BABA
+$109K

Sector Composition

1 Real Estate 60.05%
2 Communication Services 9.58%
3 Financials 8.1%
4 Technology 5%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$86K 0.03%
3,660
+610
27
$38K 0.01%
575
28
-960