P

Pitcairn Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.64%
This Quarter Est. Return
1 Year Est. Return
+23.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.27M
3
+$3.94M
4
MSFT icon
Microsoft
MSFT
+$3.75M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.47M

Top Sells

1
+$4.86M
2
+$2.19M
3
+$1.82M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$1.64M
5
VTRS icon
Viatris
VTRS
+$1.55M

Sector Composition

1 Technology 21.24%
2 Financials 10.41%
3 Healthcare 9.89%
4 Consumer Discretionary 6.95%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$537K 0.03%
10,501
-377
427
$536K 0.03%
3,675
428
$532K 0.03%
5,527
+635
429
$532K 0.03%
8,922
+471
430
$531K 0.03%
10,004
-3,939
431
$528K 0.03%
2,021
+63
432
$527K 0.03%
972
+530
433
$525K 0.03%
+25,309
434
$524K 0.03%
13,476
+768
435
$518K 0.03%
+14,543
436
$517K 0.03%
2,841
+196
437
$517K 0.03%
3,832
+414
438
$512K 0.03%
4,974
+153
439
$511K 0.03%
4,699
+293
440
$509K 0.03%
14,103
+657
441
$507K 0.03%
13,639
+1,234
442
$503K 0.03%
11,122
-76
443
$501K 0.03%
7,887
+441
444
$500K 0.03%
7,502
+291
445
$498K 0.03%
12,387
+845
446
$495K 0.03%
12,040
+4,083
447
$495K 0.03%
13,690
+1,119
448
$493K 0.03%
+7,358
449
$488K 0.03%
4,532
+298
450
$488K 0.03%
+36,742
16 17
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