PC

PhiloSmith Capital Portfolio holdings

AUM $360M
1-Year Est. Return 7.24%
This Quarter Est. Return
1 Year Est. Return
+7.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$802K
3 +$697K
4
WRB icon
W.R. Berkley
WRB
+$585K
5
ACGL icon
Arch Capital
ACGL
+$382K

Top Sells

1 +$1.54M
2 +$1.37M

Sector Composition

1 Financials 97.34%
2 Technology 1.05%
3 Communication Services 0.09%
4 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.68K ﹤0.01%
100
27
$2.69K ﹤0.01%
300
28
$133 ﹤0.01%
4