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
$291M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$3.07M
2 +$314K
3 +$168K
4
V icon
Visa
V
+$107K
5
JPM icon
JPMorgan Chase
JPM
+$63.8K

Top Sells

1 +$1.42B
2 +$3.04M
3 +$822K
4
MTG icon
MGIC Investment
MTG
+$432K
5
DISH
DISH Network Corp.
DISH
+$277K

Sector Composition

1 Real Estate 53.2%
2 Consumer Discretionary 11.26%
3 Communication Services 9.38%
4 Technology 7.58%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$13.4K ﹤0.01%
235
-340