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
551
$337K 0.02%
4,198
+923
552
$336K 0.02%
16,781
+225
553
$335K 0.02%
+1,934
554
$334K 0.02%
3,890
+518
555
$333K 0.02%
3,797
+506
556
$331K 0.02%
2,558
+255
557
$331K 0.02%
31,654
+2,221
558
$330K 0.02%
3,184
+217
559
$329K 0.02%
806
+68
560
$328K 0.02%
1,416
-175
561
$328K 0.02%
19,123
+1,514
562
$328K 0.02%
2,422
+205
563
$326K 0.02%
+9,278
564
$325K 0.02%
12,240
565
$324K 0.02%
+14,683
566
$323K 0.02%
20,026
-17,286
567
$323K 0.02%
1,574
+64
568
$321K 0.02%
+12,769
569
$320K 0.02%
11,147
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570
$319K 0.02%
2,992
-162
571
$319K 0.02%
1,158
+62
572
$318K 0.02%
6,234
-566
573
$318K 0.02%
12,090
-177
574
$317K 0.02%
3,559
+94
575
$316K 0.02%
6,794
+922
21 22
23
24 25