PC

Permit Capital Portfolio holdings

AUM $319M
1-Year Est. Return 31.02%
This Quarter Est. Return
1 Year Est. Return
+31.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$2.66M
3 +$2.29M

Top Sells

1 +$8.68M
2 +$6.96M
3 +$5.9M
4
IDCC icon
InterDigital
IDCC
+$2.92M
5
META icon
Meta Platforms (Facebook)
META
+$805K

Sector Composition

1 Real Estate 60.22%
2 Communication Services 12.5%
3 Financials 5.92%
4 Technology 5.1%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-69,000