PS

Pinney & Scofield Portfolio holdings

AUM $148M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.92%
2 Healthcare 4.9%
3 Financials 1.42%
4 Communication Services 0.98%
5 Consumer Staples 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$17.8K 0.01%
+135
152
$16.9K 0.01%
+75
153
$16.8K 0.01%
+415
154
$16.7K 0.01%
+280
155
$15.4K 0.01%
+300
156
$14.5K 0.01%
+232
157
$12.8K 0.01%
+494
158
$12.8K 0.01%
+100
159
$12.7K 0.01%
+181
160
$12.7K 0.01%
+50
161
$12.7K 0.01%
+105
162
$12.3K 0.01%
+100
163
$12.2K 0.01%
+570
164
$12.1K 0.01%
+210
165
$11.9K 0.01%
+132
166
$11.8K 0.01%
+95
167
$11.3K 0.01%
+435
168
$10.8K 0.01%
+120
169
$10.1K 0.01%
+51
170
$9.96K 0.01%
+150
171
$9.94K 0.01%
+3,680
172
$9.93K 0.01%
+41
173
$9.63K 0.01%
+23
174
$9.55K 0.01%
+126
175
$9.47K 0.01%
+3,190