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

Top Buys

1 +$2.4M
2 +$282K
3 +$143K
4
V icon
Visa
V
+$101K
5
JPM icon
JPMorgan Chase
JPM
+$56.8K

Top Sells

1 +$1.37B
2 +$2.59M
3 +$727K
4
MTG icon
MGIC Investment
MTG
+$396K
5
PYPL icon
PayPal
PYPL
+$258K

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