PS

Peter Svennilson Portfolio holdings

AUM $1.23B
1-Year Est. Return 313.32%
This Quarter Est. Return
1 Year Est. Return
+313.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$790M
AUM Growth
-$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$175M
2 +$11.1M
3 +$1.31M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$214M 27.04%
17,323,144
+902,315
2
$190M 24.08%
6,051,376
+41,674
3
$175M 22.13%
+7,977,384
4
$144M 18.25%
847,144
5
$49.1M 6.22%
3,540,850
6
$18.1M 2.29%
3,102,934