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
501
$405K 0.02%
5,636
+913
502
$405K 0.02%
21,062
+2,157
503
$405K 0.02%
5,361
+471
504
$403K 0.02%
6,556
+177
505
$402K 0.02%
1,700
+30
506
$400K 0.02%
4,975
+301
507
$398K 0.02%
3,947
+223
508
$395K 0.02%
6,897
509
$395K 0.02%
4,213
510
$394K 0.02%
1,626
+69
511
$392K 0.02%
7,733
+637
512
$391K 0.02%
1,743
+1
513
$389K 0.02%
+2,271
514
$387K 0.02%
1,017
+44
515
$384K 0.02%
275
+13
516
$383K 0.02%
8,842
+138
517
$382K 0.02%
11,902
518
$382K 0.02%
+11,526
519
$381K 0.02%
2,142
-938
520
$379K 0.02%
4,167
+338
521
$375K 0.02%
1,604
-217
522
$375K 0.02%
1,253
-174
523
$374K 0.02%
1,218
+278
524
$374K 0.02%
+3,562
525
$372K 0.02%
19,884
+2,393
19 20
21
22 23