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Pinz Capital Management Portfolio holdings

AUM $55.2M
1-Year Est. Return 15.31%
This Fund
S&P 500
This Quarter Est. Return
-1.36%
1 Year Est. Return
-15.31%
3 Year Est. Return
+198.79%
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$99.3M
Cap. Flow
-$99.9M
Cap. Flow %
-62.37%
Top 10 Hldgs %
24.3%
Holding
409
New
42
Increased
2
Reduced
8
Closed
278

Sector Composition

Rank Sector Weight
1 Financials 36.78%
2 Healthcare 12.69%
3 Technology 10.87%
4 Consumer Discretionary 5.72%
5 Energy 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLI icon
1
State Street Industrial Select Sector SPDR ETF
XLI
$32.8B
$5.63M 3.52%
+54,700
New +$5.56M
IYR icon
2
iShares US Real Estate ETF
IYR
$4.66B
$5.07M 3.16%
+46,800
New +$4.94M
IGV icon
3
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
$4.79M 2.99%
+69,500
New +$4.77M
MUDS
4
DELISTED
Mudrick Capital Acquisition Corporation II Class A Common Stock
MUDS
$4.2M 2.62%
418,516
BMAC
5
DELISTED
Black Mountain Acquisition Corp.
BMAC
$3.99M 2.49%
402,238
-1,700
-0.4% -$16.8K
XLV icon
6
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$3.45M 2.15%
25,200
+24,000
+2,000% +$3.18M
SIER
7
DELISTED
Sierra Lake Acquisition Corp. Class A Common Stock
SIER
$3.24M 2.02%
328,729
KRE icon
8
State Street SPDR S&P Regional Banking ETF
KRE
$4.5B
$2.99M 1.87%
+43,400
New +$3.16M
UDR icon
9
UDR
UDR
$12.3B
$2.87M 1.79%
+50,000
New +$2.84M
TENB icon
10
Tenable Holdings
TENB
$3.6B
$2.7M 1.69%
+46,765
New +$2.42M
FNV icon
11
Franco-Nevada
FNV
$41.1B
$2.67M 1.66%
+16,720
New +$2.41M
HPQ icon
12
HP
HPQ
$24.9B
$2.62M 1.64%
+72,240
New +$2.67M
ALLY icon
13
Ally Financial
ALLY
$13.2B
$2.6M 1.62%
+59,810
New +$2.82M
XLU icon
14
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$2.56M 1.6%
+68,800
New +$2.39M
NTAP icon
15
NetApp
NTAP
$35B
$2.53M 1.58%
+30,480
New +$2.65M
FOXA icon
16
Fox Class A
FOXA
$24.5B
$2.5M 1.56%
+63,440
New +$2.57M
BPOP icon
17
Popular Inc
BPOP
$11.2B
$2.47M 1.54%
+30,218
New +$2.67M
CADE
18
DELISTED
Cadence Bank
CADE
$2.42M 1.51%
+82,771
New +$2.58M
DTM icon
19
DT Midstream
DTM
$14.1B
$2.34M 1.46%
43,183
+30,183
+232% +$1.57M
BC icon
20
Brunswick
BC
$5.13B
$2.28M 1.42%
+28,174
New +$2.6M
CTEV
21
Claritev Corp
CTEV
$387M
$2.26M 1.41%
+12,075
New +$1.99M
NSTB
22
DELISTED
Northern Star Investment Corp. II
NSTB
$2.21M 1.38%
226,000
VIAV icon
23
Viavi Solutions
VIAV
$9.12B
$2.13M 1.33%
+132,549
New +$2.19M
CNR
24
Core Natural Resources Inc
CNR
$4.02B
$2.08M 1.29%
+55,133
New +$1.6M
KREF
25
KKR Real Estate Finance Trust
KREF
$448M
$2.06M 1.29%
+100,000
New +$2.1M

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Pinz Capital Management's Q1 2022 Portfolio in Review

As of Q1 2022, Pinz Capital Management held 409 positions worth $160M, down 38% from $260M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Pinz Capital Management withdrew a net $99.9M in Q1 2022, closing 278 positions and reducing 8 holdings. Its most notable exit was Rivian, an estimated $8.16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 37% of assets, up from 34% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Pinz Capital Management opened a new position in State Street Industrial Select Sector SPDR ETF worth $5.63M.

  • Pinz Capital Management's largest Q1 2022 buy was State Street Industrial Select Sector SPDR ETF: 54,700 shares worth $5.63M.
  • Pinz Capital Management added most to State Street Health Care Select Sector SPDR ETF in Q1 2022, an estimated $3.18M increase.
  • Pinz Capital Management's biggest Q1 2022 reduction was Phillips 66, cutting an estimated $2.48M.
  • Pinz Capital Management fully exited Rivian in Q1 2022, selling an estimated $8.16M.
  • Pinz Capital Management's ten largest holdings make up 24% of its $160M portfolio in Q1 2022.
  • Pinz Capital Management opened 42 new positions and closed 278 in Q1 2022.
  • Pinz Capital Management's portfolio value fell 38% quarter-over-quarter to $160M.

Based on Pinz Capital Management's 13F filing for Q1 2022, filed 16 May 2022.