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
$218M
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$12M
3 +$11.5M
4
AMZN icon
Amazon
AMZN
+$10.1M
5
META icon
Meta Platforms (Facebook)
META
+$7.54M

Top Sells

1 +$15.5M
2 +$9.61M
3 +$5.08M
4
AAOI icon
Applied Optoelectronics
AAOI
+$4.88M
5
FSM icon
Fortuna Silver Mines
FSM
+$3.46M

Sector Composition

1 Technology 35.45%
2 Communication Services 21.65%
3 Consumer Discretionary 17.94%
4 Materials 16.03%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-86,435
77
-77,000
78
-615,217
79
-208,260