PAM

PineStone Asset Management Portfolio holdings

AUM $16.1B
1-Year Est. Return 19.75%
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$48.2M
2 +$36.9M
3 +$34.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$34.3M
5
UNH icon
UnitedHealth
UNH
+$32.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.89%
2 Healthcare 18.4%
3 Technology 17.87%
4 Consumer Discretionary 16.75%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.24M 1.17%
+18,556
27
$5.19M 0.97%
+65,817