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Perritt Capital Management Portfolio holdings

AUM $59.8M
1-Year Est. Return 26.94%
This Fund
S&P 500
This Quarter Est. Return
+1.93%
1 Year Est. Return
+26.94%
3 Year Est. Return
+80.88%
5 Year Est. Return
+128.73%
10 Year Est. Return
+445.12%
AUM
$566M
AUM Growth
+$19.5M
Cap. Flow
+$20.7M
Cap. Flow %
3.65%
Top 10 Hldgs %
12.75%
Holding
279
New
37
Increased
52
Reduced
77
Closed
19

Sector Composition

Rank Sector Weight
1 Industrials 16.46%
2 Technology 16.45%
3 Consumer Discretionary 14.3%
4 Financials 14.05%
5 Miscellaneous 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TXN icon
176
Texas Instruments
TXN
$243B
$614K 0.11%
10,743
-125
-1% -$7.02K
PFE icon
177
Pfizer
PFE
$160B
$602K 0.11%
18,229
-247
-1% -$7.85K
AEY
178
DELISTED
ADDvantage Technologies Group
AEY
$602K 0.11%
25,629
CCUR
179
DELISTED
CCUR Holdings, Inc. Common Stock
CCUR
$601K 0.11%
95,000
AMGN icon
180
Amgen
AMGN
$236B
$599K 0.11%
3,747
EDGW
181
DELISTED
Edgewater Technology Inc
EDGW
$593K 0.1%
87,100
+7,100
+9% +$50.7K
LGIH icon
182
LGI Homes
LGIH
$1.32B
$583K 0.1%
+35,000
New +$491K
HCKT icon
183
Hackett Group
HCKT
$278M
$582K 0.1%
65,103
+30,103
+86% +$252K
UWN
184
DELISTED
Nevada Gold & Casinos, Ltd.
UWN
$580K 0.1%
400,000
DLHC icon
185
DLH Holdings
DLHC
$64.9M
$566K 0.1%
290,000
+72,700
+33% +$155K
GFN
186
DELISTED
General Finance Corporation
GFN
$565K 0.1%
70,000
ITW icon
187
Illinois Tool Works
ITW
$80.2B
$557K 0.1%
5,730
ARIS
188
DELISTED
ARI Network Services, Inc.
ARIS
$549K 0.1%
161,800
APTS
189
DELISTED
Preferred Apartment Communities, Inc.
APTS
$541K 0.1%
50,000
JNJ icon
190
Johnson & Johnson
JNJ
$640B
$540K 0.1%
5,369
-50
-0.9% -$5.08K
ORCL icon
191
Oracle
ORCL
$438B
$531K 0.09%
12,305
-114
-0.9% -$4.94K
QQQ icon
192
Invesco QQQ Trust
QQQ
$493B
$528K 0.09%
+5,000
New +$525K
GPIC
193
DELISTED
Gaming Partners International Corporation
GPIC
$526K 0.09%
48,862
-1,138
-2% -$10.2K
UEC icon
194
Uranium Energy
UEC
$6.74B
$525K 0.09%
350,000
HDNG
195
DELISTED
Hardinge Inc
HDNG
$522K 0.09%
45,000
+35,000
+350% +$400K
INBK icon
196
First Internet Bancorp
INBK
$240M
$520K 0.09%
28,000
TRNS icon
197
Transcat
TRNS
$841M
$507K 0.09%
51,953
ABBV icon
198
AbbVie
ABBV
$456B
$500K 0.09%
8,543
-57
-0.7% -$3.44K
FSI icon
199
Flexible Solutions
FSI
$75.7M
$499K 0.09%
389,510
FGNX
200
FG Nexus Inc
FGNX
$40.1M
$497K 0.09%
524

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Perritt Capital Management's Q1 2015 Portfolio in Review

As of Q1 2015, Perritt Capital Management held 279 positions worth $566M, up 3.6% from $547M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Perritt Capital Management deployed $20.7M of net new capital in Q1 2015, opening 37 new positions and adding to 52 existing holdings. Its largest new stake was iShares MSCI EAFE ETF: 77,188 shares worth $4.95M.

By sector, the portfolio is most concentrated in Industrials at 16% of assets, down from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $1.96M trimmed.

  • Perritt Capital Management's largest Q1 2015 buy was iShares MSCI EAFE ETF: 77,188 shares worth $4.95M.
  • Perritt Capital Management added most to REMY INTL INC NEW COMMON in Q1 2015, an estimated $2.72M increase.
  • Perritt Capital Management's biggest Q1 2015 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.96M.
  • Perritt Capital Management fully exited SKILLED HEALTHCARE GROUP, INC. CLASS A COM STK in Q1 2015, selling an estimated $4.44M.
  • Perritt Capital Management's ten largest holdings make up 13% of its $566M portfolio in Q1 2015.
  • Perritt Capital Management opened 37 new positions and closed 19 in Q1 2015.
  • Perritt Capital Management's portfolio value rose 3.6% quarter-over-quarter to $566M.

Based on Perritt Capital Management's 13F filing for Q1 2015, filed 15 May 2015.