PIMJS

PKO Investment Management Joint-Stock Portfolio holdings

AUM $1.25B
1-Year Est. Return 36.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$8.86M
2 +$8.23M
3 +$5.64M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.23M
5
AMZN icon
Amazon
AMZN
+$3.97M

Top Sells

1 +$923K
2 +$177K
3 +$166K
4
LPL icon
LG Display
LPL
+$139K
5
NTCT icon
NETSCOUT
NTCT
+$132K

Sector Composition

1 Technology 35.09%
2 Communication Services 20.88%
3 Consumer Discretionary 19.91%
4 Materials 13.22%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$84.5K 0.03%
551
77
$79K 0.03%
3,400
78
$6.44K ﹤0.01%
2,670
79
$6.22K ﹤0.01%
1,960
80
-45,000
81
-1,950