PIMJS

PKO Investment Management Joint-Stock Portfolio holdings

AUM $1.17B
1-Year Est. Return 27.44%
This Quarter Est. Return
1 Year Est. Return
+27.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$841M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.66M
3
+$4.02M
4
TSLA icon
Tesla
TSLA
+$3.99M
5
LRCX icon
Lam Research
LRCX
+$3.95M

Top Sells

1
+$17.9M
2
+$14.7M
3
+$8.88M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.83M
5
NVDA icon
NVIDIA
NVDA
+$3.63M

Sector Composition

1 Materials 16.19%
2 Technology 12.23%
3 Consumer Discretionary 7.28%
4 Healthcare 7.1%
5 Energy 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.82M 0.57%
51,000
+2,000
27
$4.77M 0.57%
30,000
-1,000
28
$4.66M 0.55%
+105,000
29
$4.56M 0.54%
9,000
+3,000
30
$4.44M 0.53%
17,500
-4,500
31
$4.33M 0.52%
104,869
-433,787
32
$4.2M 0.5%
24,000
-6,000
33
$4.04M 0.48%
60,000
34
$4.02M 0.48%
+6,156
35
$3.99M 0.47%
22,000
-3,000
36
$3.97M 0.47%
269,500
37
$3.97M 0.47%
18,500
-2,500
38
$3.95M 0.47%
+40,500
39
$3.93M 0.47%
10,000
+800
40
$3.8M 0.45%
28,676
-4,000
41
$3.61M 0.43%
24,800
42
$3.57M 0.43%
+22,000
43
$3.51M 0.42%
232,666
44
$3.49M 0.41%
22,500
-8,500
45
$3.41M 0.41%
15,912
+9,500
46
$3.37M 0.4%
11,800
+2,300
47
$3.22M 0.38%
84,400
48
$3.08M 0.37%
59,348
-7,346
49
$3.03M 0.36%
15,000
-3,424
50
$2.99M 0.36%
364,700
1
2
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