PCM
Piedmont Capital Management Portfolio holdings
AUM
$173M
1-Year Est. Return
22.51%
1 Year Est. Return
+22.51%
AUM
$173M
AUM Growth
+$33.6M
(+24%)
Holding
56
Top Buys
| 1 | +$20.5M | |
| 2 | +$20.2M | |
| 3 | +$12M | |
| 4 |
UnitedHealth
UNH
|
+$543K |
| 5 |
Nike
NKE
|
+$469K |
Top Sells
| 1 | +$36.1M | |
| 2 | +$1.45M | |
| 3 | +$860K | |
| 4 |
Dow Inc
DOW
|
+$375K |
| 5 |
Goldman Sachs
GS
|
+$279K |
Sector Composition
| 1 | Technology | 2.54% |
| 2 | Healthcare | 1.65% |
| 3 | Industrials | 1.09% |
| 4 | Consumer Staples | 0.98% |
| 5 | Energy | 0.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Telus
TU
$22.8B
| $193K | 0.11% |
11,999
|
|
||
|
GUT
52
Gabelli Utility Trust
GUT
$533M
| $159K | 0.09% |
27,437
+2,727
|
|
||
|
NAK
53
Northern Dynasty Minerals
NAK
$1.05B
| $13.4K | 0.01% |
10,000
|
|
||
54
iShares Core High Dividend ETF
HDV
$11.7B
| – | – |
-333,398
|
|