PPCM

Pillar Pacific Capital Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 80.25%
This Quarter Est. Return
1 Year Est. Return
+80.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$2.73M
3
+$2.43M
4
STJ
St Jude Medical
STJ
+$2.31M
5
SYK icon
Stryker
SYK
+$2.04M

Top Sells

1
+$8.04M
2
+$3.64M
3
+$2.37M
4
MITSY
MITSUI & CO LTD ADR (US)
MITSY
+$1.11M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.11M

Sector Composition

1 Technology 18.86%
2 Healthcare 17.53%
3 Financials 15.08%
4 Industrials 13.36%
5 Consumer Discretionary 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$394K 0.07%
2,080
-15
177
$392K 0.07%
3,425
-200
178
$392K 0.07%
3,630
+130
179
$387K 0.07%
13,700
180
$384K 0.07%
16,900
181
$384K 0.07%
2,400
182
$372K 0.07%
6,496
183
$372K 0.07%
2,955
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184
$372K 0.07%
7,500
185
$365K 0.07%
6,750
186
$361K 0.06%
3,158
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187
$361K 0.06%
3,452
-324
188
$360K 0.06%
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189
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6,600
190
$348K 0.06%
12,000
191
$346K 0.06%
4,300
-1,600
192
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193
$342K 0.06%
8,700
194
$339K 0.06%
10,355
-3,205
195
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3,640
196
$336K 0.06%
18,100
197
$334K 0.06%
7,398
+1,493
198
$331K 0.06%
8,258
199
$323K 0.06%
2,635
+514
200
$322K 0.06%
11,556
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