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
$282M
AUM Growth
-$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M

Top Sells

1
+$3.84M
2
+$1.73M
3
+$1.45M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.36M
5
MA icon
Mastercard
MA
+$1.22M

Sector Composition

1 Real Estate 45.07%
2 Technology 15.14%
3 Communication Services 9.74%
4 Consumer Discretionary 9.65%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,955
27
– –
-2,320
28
– –
-8,830
29
– –
-17,658
30
– –
-6,276
31
– –
-4,538
32
– –
-2,685
1
2